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 9-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 | $4,763 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,474 | $101,499-46.3% | $147,005-62.9% | $74,546-26.9% |
| Participation rate | 96.6% | 75.5%+21.0pp | 82.2%+14.4pp | 67.2%+29.3pp |
| Annual return | 17.40% | 8732.34%-8714.9pp | 418.76%-401.4pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $7,827 | $3,811+105.4% | $4,934+58.6% | $2,624+198.3% |
| Participant deferral / active EE | $7,200 | $7,304-1.4% | $8,070-10.8% | $4,347+65.6% |
| Admin fee / account holder | $28 | $1,748-98.4% | $13,006-99.8% | $1,944-98.6% |