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 06-1050034 | Contract Administrator | $14,796 |
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 | $54,132 | $56,485-4.2% | $185,823-70.9% | $86,799-37.6% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 12.01% | 118.04%-106.0pp | 122.05%-110.0pp | 97.91%-85.9pp |
| Employer contribution / active EE | $2,414 | $1,843+31.0% | $5,167-53.3% | $2,405+0.3% |
| Participant deferral / active EE | $3,130 | $2,553+22.6% | $5,568-43.8% | $4,131-24.2% |
| Admin fee / account holder | $33 | $150-78.1% | $16,237-99.8% | $170-80.7% |