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 | $35,405 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,666 | $65,435+14.1% | $86,677-13.9% | $66,914+11.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -18.86% | -10.89%-8.0pp | 35.91%-54.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,481 | $2,153-31.2% | $2,836-47.8% | $2,544-41.8% |
| Participant deferral / active EE | $5,990 | $4,100+46.1% | $4,656+28.7% | $4,237+41.4% |
| Admin fee / account holder | $213 | $642-66.8% | $7,493-97.2% | $593-64.0% |