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 | $22,740 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,686 | $106,028-24.8% | $146,958-45.8% | $77,643+2.6% |
| Participation rate | 95.0% | 78.4%+16.7pp | 82.2%+12.9pp | 70.6%+24.5pp |
| Annual return | 10.80% | 56.73%-45.9pp | 418.34%-407.5pp | 31.24%-20.4pp |
| Employer contribution / active EE | $1,829 | $4,063-55.0% | $4,933-62.9% | $2,726-32.9% |
| Participant deferral / active EE | $7,070 | $7,990-11.5% | $8,070-12.4% | $4,647+52.1% |
| Admin fee / account holder | $41 | $337-87.9% | $12,998-99.7% | $430-90.5% |