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 | $115,902 |
Participant contribution per participant 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 | $51,482 | $73,034-29.5% | $77,163-33.3% | $80,160-35.8% |
| Participation rate | 94.1% | 78.1%+16.0pp | 69.6%+24.6pp | 72.9%+21.2pp |
| Annual return | 18.62% | 18.56%+0.1pp | 37.87%-19.3pp | 40.38%-21.8pp |
| Employer contribution / active EE | $1,936 | $2,779-30.3% | $2,535-23.6% | $2,978-35.0% |
| Participant deferral / active EE | $1,744 | $4,140-57.9% | $3,833-54.5% | $5,017-65.2% |
| Admin fee / account holder | $75 | $104-27.7% | $5,472-98.6% | $145-48.3% |