See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,608 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,427 | $60,989+135.2% | $60,874+135.6% | $66,914+114.3% |
| Participation rate | 95.2% | 74.5%+20.8pp | 73.1%+22.1pp | 69.8%+25.4pp |
| Annual return | -17.32% | -9.60%-7.7pp | 16.90%-34.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $6,290 | $2,661+136.4% | $2,701+132.8% | $2,544+147.2% |
| Participant deferral / active EE | $9,804 | $3,615+171.2% | $3,817+156.9% | $4,237+131.4% |
| Admin fee / account holder | $124 | $338-63.5% | $3,224-96.2% | $593-79.2% |