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 | $2,122 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,673 | $54,701+16.4% | $86,188-26.1% | $71,457-10.9% |
| Participation rate | 95.4% | 60.1%+35.3pp | 69.0%+26.5pp | 67.9%+27.5pp |
| Annual return | 15.15% | 20.06%-4.9pp | 1168.45%-1153.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,138 | $3,108+65.3% | $3,985+28.9% | $4,289+19.8% |
| Admin fee / account holder | $13 | $1,922-99.3% | $6,852-99.8% | $1,587-99.2% |