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 | $2,904 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,909 | $77,197-41.8% | $86,874-48.3% | $93,030-51.7% |
| Participation rate | 90.6% | 78.2%+12.4pp | 71.6%+19.0pp | 73.9%+16.7pp |
| Annual return | 13.80% | 16.31%-2.5pp | 63.52%-49.7pp | 158.70%-144.9pp |
| Employer contribution / active EE | $2,935 | $2,514+16.7% | $2,495+17.6% | $2,706+8.5% |
| Participant deferral / active EE | $3,712 | $3,831-3.1% | $3,699+0.3% | $4,562-18.6% |
| Admin fee / account holder | $45 | $105-56.7% | $5,828-99.2% | $152-70.0% |