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 | $240,174 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $86,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,061 | $130,141-67.7% | $86,677-51.5% | $77,904-46.0% |
| Participation rate | 96.9% | 85.9%+10.9pp | 76.6%+20.3pp | 73.7%+23.2pp |
| Annual return | -15.20% | -12.75%-2.5pp | 35.91%-51.1pp | 12.21%-27.4pp |
| Employer contribution / active EE | $3,781 | $3,220+17.4% | $2,836+33.3% | $2,848+32.8% |
| Participant deferral / active EE | $6,624 | $5,757+15.1% | $4,656+42.3% | $4,806+37.8% |
| Admin fee / account holder | $143 | $132+8.7% | $7,493-98.1% | $133+8.1% |