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 41-0417830 | Contract Administrator | $2,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,100 | $49,451+21.5% | $79,550-24.4% | $66,914-10.2% |
| Participation rate | 93.5% | 61.3%+32.2pp | 69.5%+24.1pp | 69.8%+23.7pp |
| Annual return | -15.50% | 84.25%-99.8pp | 0.16%-15.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,387 | $3,159+70.5% | $3,985+35.2% | $4,237+27.1% |
| Admin fee / account holder | $15 | $595-97.4% | $6,832-99.8% | $593-97.4% |