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 | $26,014 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,203 | $65,409+50.1% | $98,442-0.2% | $85,850+14.4% |
| Participation rate | 86.8% | 65.0%+21.8pp | 73.3%+13.4pp | 69.3%+17.4pp |
| Annual return | 16.06% | 21.76%-5.7pp | 1492.73%-1476.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $7,543 | $2,168+248.0% | $2,960+154.9% | $2,565+194.1% |
| Participant deferral / active EE | $8,790 | $3,166+177.6% | $4,276+105.6% | $3,952+122.4% |
| Admin fee / account holder | $228 | $4,593-95.0% | $5,949-96.2% | $6,260-96.4% |