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 | $26,574 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,980 | $78,485+33.8% | $106,213-1.2% | $74,495+40.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 13.74% | 15.95%-2.2pp | 116.14%-102.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $5,688 | $2,523+125.5% | $3,171+79.3% | $2,623+116.9% |
| Participant deferral / active EE | $6,780 | $4,322+56.9% | $5,016+35.2% | $4,346+56.0% |
| Admin fee / account holder | $216 | $2,232-90.3% | $11,033-98.0% | $1,942-88.9% |