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 | $37,712 |
Service code 49 · EIN 51-0120742 | Other Services | $12,502 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,869 | $55,453+83.7% | $170,442-40.2% | $62,292+63.5% |
| Participation rate | 75.3% | 66.4%+9.0pp | 83.6%-8.3pp | 69.5%+5.8pp |
| Annual return | 13.32% | 21.38%-8.1pp | 205.93%-192.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,622 | $2,164-25.0% | $5,433-70.1% | $2,042-20.6% |
| Participant deferral / active EE | $2,011 | $2,303-12.7% | $4,939-59.3% | $3,169-36.5% |
| Admin fee / account holder | $175 | $455-61.5% | $13,880-98.7% | $479-63.4% |