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 | $37,804 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,370 | $51,197+16.0% | $82,719-28.2% | $66,914-11.3% |
| Participation rate | 98.8% | 67.8%+31.0pp | 72.6%+26.2pp | 69.8%+29.0pp |
| Annual return | -16.76% | -9.64%-7.1pp | 701.18%-717.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $3,722 | $2,611+42.6% | $3,009+23.7% | $2,544+46.3% |
| Participant deferral / active EE | $5,355 | $3,458+54.9% | $4,395+21.8% | $4,237+26.4% |
| Admin fee / account holder | $148 | $416-64.5% | $5,329-97.2% | $593-75.1% |