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 | $14,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,081 | $47,126-4.3% | $149,673-69.9% | $74,419-39.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 16.87% | 22.75%-5.9pp | 134.42%-117.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $2,507 | $1,905+31.6% | $4,818-48.0% | $2,637-5.0% |
| Participant deferral / active EE | $3,384 | $2,728+24.0% | $5,680-40.4% | $4,528-25.3% |
| Admin fee / account holder | $30 | $343-91.2% | $13,210-99.8% | $348-91.3% |