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 | $38,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,768 | $58,264+19.7% | $86,612-19.4% | $71,457-2.4% |
| Participation rate | 98.6% | 65.0%+33.6pp | 71.7%+26.9pp | 67.9%+30.7pp |
| Annual return | 18.32% | 21.63%-3.3pp | 591.07%-572.8pp | 28.85%-10.5pp |
| Employer contribution / active EE | $4,668 | $2,574+81.4% | $3,022+54.4% | $2,588+80.4% |
| Participant deferral / active EE | $6,041 | $3,436+75.8% | $4,438+36.1% | $4,289+40.9% |
| Admin fee / account holder | $154 | $1,057-85.4% | $5,614-97.3% | $1,587-90.3% |