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 | $8,982 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,687 | $71,516-22.1% | $98,439-43.4% | $71,457-22.1% |
| Participation rate | 91.8% | 72.7%+19.1pp | 75.2%+16.6pp | 67.9%+23.8pp |
| Annual return | 10.44% | 32.41%-22.0pp | 21.16%-10.7pp | 28.85%-18.4pp |
| Employer contribution / active EE | $4,067 | $2,399+69.5% | $3,048+33.4% | $2,588+57.2% |
| Participant deferral / active EE | $3,983 | $4,109-3.1% | $4,738-15.9% | $4,289-7.1% |
| Admin fee / account holder | $51 | $1,675-97.0% | $8,948-99.4% | $1,587-96.8% |