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 | $22,382 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,875 | $54,350+48.8% | $82,719-2.2% | $68,494+18.1% |
| Participation rate | 82.4% | 63.9%+18.5pp | 72.6%+9.9pp | 67.9%+14.5pp |
| Annual return | -16.80% | -13.67%-3.1pp | 701.18%-718.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $6,759 | $2,218+204.7% | $3,009+124.6% | $2,596+160.3% |
| Participant deferral / active EE | $8,949 | $3,246+175.7% | $4,395+103.6% | $4,027+122.2% |
| Admin fee / account holder | $194 | $4,395-95.6% | $5,329-96.4% | $5,403-96.4% |