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 | $103,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,928 | $72,254-50.3% | $86,677-58.5% | $64,808-44.6% |
| Participation rate | 97.0% | 80.4%+16.6pp | 76.6%+20.4pp | 71.5%+25.6pp |
| Annual return | -15.55% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,578 | $4,658+19.8% | $4,656+19.8% | $4,310+29.4% |
| Admin fee / account holder | $148 | $174-15.1% | $7,493-98.0% | $188-21.4% |