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 | $3,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,448 | $72,137-3.7% | $142,449-51.2% | $71,457-2.8% |
| Participation rate | 89.9% | 71.7%+18.2pp | 76.8%+13.1pp | 67.9%+21.9pp |
| Annual return | 19.42% | 21.15%-1.7pp | 19.99%-0.6pp | 28.85%-9.4pp |
| Employer contribution / active EE | $2,829 | $3,793-25.4% | $4,847-41.6% | $2,588+9.3% |
| Participant deferral / active EE | $4,061 | $5,280-23.1% | $6,283-35.4% | $4,289-5.3% |
| Admin fee / account holder | $24 | $1,433-98.3% | $10,011-99.8% | $1,587-98.5% |