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 | $9,366 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,808 | $79,700+140.7% | $153,485+25.0% | $74,495+157.5% |
| Participation rate | 98.1% | 69.8%+28.3pp | 77.1%+21.0pp | 67.2%+30.9pp |
| Annual return | 15.48% | 15.07%+0.4pp | 15.65%-0.2pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $6,183 | $4,016+54.0% | $5,039+22.7% | $2,623+135.7% |
| Participant deferral / active EE | $3,903 | $5,315-26.6% | $6,757-42.2% | $4,346-10.2% |
| Admin fee / account holder | $37 | $1,790-97.9% | $12,724-99.7% | $1,942-98.1% |