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 | $1,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,264 | $64,871-7.1% | $129,110-53.3% | $66,914-9.9% |
| Participation rate | 96.6% | 74.0%+22.7pp | 77.3%+19.4pp | 69.8%+26.8pp |
| Annual return | -16.25% | -12.21%-4.0pp | -10.94%-5.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,339 | $3,741-64.2% | $5,052-73.5% | $2,544-47.4% |
| Participant deferral / active EE | $3,851 | $5,090-24.3% | $6,542-41.1% | $4,237-9.1% |
| Admin fee / account holder | $14 | $629-97.7% | $14,302-99.9% | $593-97.6% |