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 | $19,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,853 | $81,900-57.4% | $119,609-70.9% | $68,494-49.1% |
| Participation rate | 71.4% | 71.9%-0.5pp | 79.3%-7.8pp | 67.9%+3.5pp |
| Annual return | -16.92% | -23.82%+6.9pp | -14.97%-1.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $720 | $2,693-73.3% | $4,232-83.0% | $2,596-72.3% |
| Participant deferral / active EE | $2,414 | $4,148-41.8% | $5,602-56.9% | $4,027-40.1% |
| Admin fee / account holder | $229 | $6,582-96.5% | $10,323-97.8% | $5,403-95.8% |