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 62-1291257 | Contract Administrator | $80,486 |
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 | $54,872 | $108,549-49.4% | $156,263-64.9% | $85,563-35.9% |
| Participation rate | 93.9% | 77.1%+16.8pp | 78.9%+15.0pp | 66.0%+27.9pp |
| Annual return | 8.84% | 21.79%-12.9pp | 59.47%-50.6pp | 31.51%-22.7pp |
| Employer contribution / active EE | $1,342 | $2,690-50.1% | $4,333-69.0% | $2,654-49.4% |
| Participant deferral / active EE | $4,077 | $4,800-15.1% | $6,158-33.8% | $4,375-6.8% |
| Admin fee / account holder | $178 | $650-72.6% | $14,255-98.8% | $834-78.7% |