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 | $13,632 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,814 | $46,292-7.5% | $143,757-70.2% | $64,808-33.9% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -16.42% | -10.05%-6.4pp | -0.04%-16.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $2,436 | $1,910+27.5% | $4,951-50.8% | $2,506-2.8% |
| Participant deferral / active EE | $3,208 | $2,646+21.3% | $5,637-43.1% | $4,310-25.6% |
| Admin fee / account holder | $31 | $154-79.6% | $14,673-99.8% | $188-83.3% |