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 | $60,391 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,639 | $64,768+200.5% | $76,284+155.2% | $77,671+150.6% |
| Participation rate | 99.3% | 72.6%+26.6pp | 79.2%+20.1pp | 70.6%+28.7pp |
| Annual return | 15.75% | 13.90%+1.9pp | 13.77%+2.0pp | 31.21%-15.5pp |
| Employer contribution / active EE | $9,789 | $2,747+256.3% | $4,585+113.5% | $2,726+259.0% |
| Participant deferral / active EE | $10,072 | $3,709+171.6% | $5,478+83.8% | $4,648+116.7% |
| Admin fee / account holder | $132 | $1,025-87.2% | $5,131-97.4% | $430-69.4% |