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 23-3038464 | Contract Administrator | $6,195 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,002 | $95,274-19.2% | $135,903-43.3% | $74,419+3.5% |
| Participation rate | 97.7% | 78.2%+19.6pp | 81.9%+15.8pp | 70.7%+27.0pp |
| Annual return | 21.56% | 32.77%-11.2pp | 68.23%-46.7pp | 34.38%-12.8pp |
| Employer contribution / active EE | $4,712 | $3,874+21.6% | $4,856-3.0% | $2,637+78.6% |
| Participant deferral / active EE | $8,214 | $7,782+5.6% | $7,758+5.9% | $4,528+81.4% |
| Admin fee / account holder | $21 | $266-92.3% | $10,762-99.8% | $348-94.1% |