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 | $134,726 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,081 | $108,549-48.3% | $156,263-64.1% | $85,563-34.5% |
| Participation rate | 99.0% | 77.1%+21.9pp | 78.9%+20.0pp | 66.0%+33.0pp |
| Annual return | 17.84% | 21.79%-4.0pp | 59.47%-41.6pp | 31.51%-13.7pp |
| Employer contribution / active EE | $1,066 | $2,690-60.4% | $4,333-75.4% | $2,654-59.8% |
| Participant deferral / active EE | $6,087 | $4,800+26.8% | $6,158-1.2% | $4,375+39.1% |
| Admin fee / account holder | $83 | $650-87.2% | $14,255-99.4% | $834-90.0% |