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 | $3,403 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,197 | $46,292-0.2% | $143,757-67.9% | $64,808-28.7% |
| Participation rate | 87.7% | 64.2%+23.5pp | 80.3%+7.4pp | 71.5%+16.3pp |
| Annual return | -13.57% | -10.05%-3.5pp | -0.04%-13.5pp | 32.82%-46.4pp |
| Employer contribution / active EE | $3,632 | $1,910+90.2% | $4,951-26.6% | $2,506+44.9% |
| Participant deferral / active EE | $8,231 | $2,646+211.1% | $5,637+46.0% | $4,310+91.0% |
| Admin fee / account holder | $12 | $154-92.1% | $14,673-99.9% | $188-93.6% |