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 | $12,554 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,177 | $72,607-37.8% | $90,749-50.2% | $66,914-32.5% |
| Participation rate | 93.4% | 73.7%+19.7pp | 75.7%+17.7pp | 69.8%+23.6pp |
| Annual return | -16.55% | -12.28%-4.3pp | -12.16%-4.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $3,825 | $2,369+61.5% | $2,921+30.9% | $2,544+50.3% |
| Participant deferral / active EE | $4,207 | $3,977+5.8% | $4,564-7.8% | $4,237-0.7% |
| Admin fee / account holder | $68 | $707-90.4% | $8,445-99.2% | $593-88.5% |