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 | $16,794 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,982 | $108,549+22.5% | $156,263-14.9% | $85,563+55.4% |
| Participation rate | 99.3% | 77.1%+22.2pp | 78.9%+20.4pp | 66.0%+33.3pp |
| Annual return | 17.25% | 21.79%-4.5pp | 59.47%-42.2pp | 31.51%-14.3pp |
| Employer contribution / active EE | $6,793 | $2,690+152.6% | $4,333+56.8% | $2,654+156.0% |
| Participant deferral / active EE | $10,185 | $4,800+112.2% | $6,158+65.4% | $4,375+132.8% |
| Admin fee / account holder | $37 | $650-94.2% | $14,255-99.7% | $834-95.5% |