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 | $3,284 |
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 | $48,240 | $49,808-3.1% | $95,745-49.6% | $74,419-35.2% |
| Participation rate | 73.0% | 66.6%+6.5pp | 72.3%+0.8pp | 70.7%+2.3pp |
| Annual return | -4.60% | 24.91%-29.5pp | 28.35%-33.0pp | 34.38%-39.0pp |
| Employer contribution / active EE | $894 | $1,639-45.4% | $2,835-68.5% | $2,637-66.1% |
| Participant deferral / active EE | $2,333 | $3,739-37.6% | $4,245-45.0% | $4,528-48.5% |
| Admin fee / account holder | $141 | $311-54.8% | $5,678-97.5% | $348-59.5% |