Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 62-1291257 | Contract Administrator | $80,486 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,872 | $116,081-52.7% | $156,181-64.9% | $79,634-31.1% |
| Participation rate | 93.9% | 75.6%+18.3pp | 78.8%+15.1pp | 62.5%+31.4pp |
| Annual return | 8.84% | 15.89%-7.0pp | 64.87%-56.0pp | 36.46%-27.6pp |
| Employer contribution / active EE | $1,342 | $2,828-52.6% | $4,294-68.7% | $2,529-46.9% |
| Participant deferral / active EE | $4,077 | $4,584-11.1% | $6,132-33.5% | $3,835+6.3% |
| Admin fee / account holder | $178 | $854-79.2% | $14,586-98.8% | $1,002-82.2% |