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 | $46,349 |
Annual investment return 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 | $39,124 | $88,982-56.0% | $102,438-61.8% | $77,671-49.6% |
| Participation rate | 98.5% | 80.9%+17.5pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 11.71% | 25.01%-13.3pp | 29.37%-17.7pp | 31.21%-19.5pp |
| Employer contribution / active EE | $1,328 | $2,698-50.8% | $3,024-56.1% | $2,726-51.3% |
| Participant deferral / active EE | $2,765 | $5,144-46.3% | $5,054-45.3% | $4,648-40.5% |
| Admin fee / account holder | $145 | $236-38.5% | $9,448-98.5% | $430-66.3% |