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 | $19,421 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,109 | $54,573+61.5% | $90,951-3.1% | $73,488+19.9% |
| Participation rate | 95.7% | 61.2%+34.5pp | 69.0%+26.7pp | 70.7%+25.0pp |
| Annual return | 17.58% | 16.69%+0.9pp | 134.60%-117.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,292 | $991+30.3% | $2,122-39.1% | $2,270-43.1% |
| Participant deferral / active EE | $3,978 | $2,517+58.0% | $3,373+17.9% | $3,740+6.4% |
| Admin fee / account holder | $98 | $521-81.3% | $5,959-98.4% | $513-81.0% |