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 | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,281 | $50,815+333.5% | $155,509+41.7% | $77,643+183.7% |
| Participation rate | 97.4% | 63.1%+34.3pp | 78.2%+19.3pp | 70.6%+26.9pp |
| Annual return | 14.68% | 34.80%-20.1pp | 64.67%-50.0pp | 31.24%-16.6pp |
| Employer contribution / active EE | $9,251 | $1,993+364.3% | $4,672+98.0% | $2,726+239.4% |
| Participant deferral / active EE | $6,220 | $2,822+120.4% | $5,626+10.6% | $4,647+33.8% |
| Admin fee / account holder | $0 | $437-99.9% | $15,912-100.0% | $430-99.9% |