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 8-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 41-0417830 | Contract Administrator | $15,303 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,961 | $99,078-48.6% | $96,544-47.2% | $74,419-31.5% |
| Participation rate | 70.6% | 80.7%-10.1pp | 76.0%-5.4pp | 70.7%-0.1pp |
| Annual return | 17.49% | 22.48%-5.0pp | 25.84%-8.3pp | 34.38%-16.9pp |
| Employer contribution / active EE | $2,764 | $2,570+7.5% | $2,965-6.8% | $2,637+4.8% |
| Participant deferral / active EE | $5,376 | $4,933+9.0% | $4,851+10.8% | $4,528+18.7% |
| Admin fee / account holder | $47 | $225-79.1% | $8,252-99.4% | $348-86.5% |