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 | $6,916 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,000 | $78,485+8.3% | $106,213-20.0% | $74,495+14.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 14.01% | 15.95%-1.9pp | 116.14%-102.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,636 | $2,523+4.5% | $3,171-16.9% | $2,623+0.5% |
| Participant deferral / active EE | $5,169 | $4,322+19.6% | $5,016+3.1% | $4,346+18.9% |
| Admin fee / account holder | $37 | $2,232-98.3% | $11,033-99.7% | $1,942-98.1% |