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 | $20,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,857 | $69,362-31.0% | $101,248-52.7% | $73,488-34.9% |
| Participation rate | 78.8% | 68.4%+10.4pp | 75.8%+3.0pp | 70.7%+8.2pp |
| Annual return | 18.27% | 18.46%-0.2pp | 46.47%-28.2pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,632 | $2,628-37.9% | $3,660-55.4% | $2,270-28.1% |
| Participant deferral / active EE | $6,610 | $3,300+100.3% | $4,370+51.3% | $3,740+76.8% |
| Admin fee / account holder | $142 | $704-79.9% | $5,945-97.6% | $513-72.4% |