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 | $58,077 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,257 | $79,184-25.2% | $102,438-42.2% | $74,546-20.5% |
| Participation rate | 97.5% | 74.8%+22.7pp | 76.5%+21.0pp | 67.2%+30.3pp |
| Annual return | 15.38% | 54.95%-39.6pp | 29.37%-14.0pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $2,230 | $2,362-5.6% | $3,024-26.2% | $2,624-15.0% |
| Participant deferral / active EE | $5,499 | $4,414+24.6% | $5,054+8.8% | $4,347+26.5% |
| Admin fee / account holder | $285 | $2,001-85.8% | $9,448-97.0% | $1,944-85.4% |