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 | $62 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,191 | $89,436+15.4% | $164,813-37.4% | $77,643+32.9% |
| Participation rate | 99.3% | 78.6%+20.6pp | 78.6%+20.6pp | 70.6%+28.7pp |
| Annual return | 15.73% | 28.83%-13.1pp | 69.93%-54.2pp | 31.24%-15.5pp |
| Employer contribution / active EE | $4,808 | $2,569+87.2% | $4,341+10.8% | $2,726+76.4% |
| Participant deferral / active EE | $6,907 | $4,897+41.1% | $6,031+14.5% | $4,647+48.6% |
| Admin fee / account holder | $80 | $339-76.4% | $12,690-99.4% | $430-81.4% |