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 | $101,317-46.2% | $146,958-62.9% | $74,495-26.9% |
| Participation rate | 96.6% | 75.5%+21.0pp | 82.2%+14.4pp | 67.2%+29.4pp |
| Annual return | 17.40% | 8730.91%-8713.5pp | 418.34%-400.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $7,827 | $3,810+105.4% | $4,933+58.7% | $2,623+198.4% |
| Participant deferral / active EE | $7,200 | $7,303-1.4% | $8,070-10.8% | $4,346+65.7% |
| Admin fee / account holder | $28 | $1,739-98.4% | $12,998-99.8% | $1,942-98.6% |