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 | $18,070 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,422 | $132,049-48.9% | $200,582-66.4% | $74,304-9.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 22.96% | 22.22%+0.7pp | 42.33%-19.4pp | 29.43%-6.5pp |
| Employer contribution / active EE | $4,210 | $4,558-7.6% | $6,419-34.4% | $2,241+87.9% |
| Participant deferral / active EE | $3,776 | $7,213-47.6% | $9,331-59.5% | $3,767+0.2% |
| Admin fee / account holder | $125 | $2,405-94.8% | $16,305-99.2% | $2,969-95.8% |