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 | $124,575 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $46,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,594 | $73,404-40.6% | $87,100-49.9% | $67,579-35.5% |
| Participation rate | 90.9% | 80.9%+10.0pp | 76.9%+14.0pp | 71.3%+19.6pp |
| Annual return | 30.48% | 48.29%-17.8pp | 28.19%+2.3pp | 378.56%-348.1pp |
| Employer contribution / active EE | $4,465 | $2,014+121.7% | $2,521+77.1% | $2,148+107.9% |
| Participant deferral / active EE | $8,171 | $3,913+108.8% | $4,049+101.8% | $3,539+130.9% |
| Admin fee / account holder | $205 | $142+44.5% | $7,497-97.3% | $142+43.8% |