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 | $20,713 |
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 | $132,230 | $56,972+132.1% | $182,532-27.6% | $65,185+102.9% |
| Participation rate | 90.3% | 66.5%+23.8pp | 78.0%+12.4pp | 70.2%+20.1pp |
| Annual return | 18.88% | 27.67%-8.8pp | 148.54%-129.7pp | 29.38%-10.5pp |
| Employer contribution / active EE | $1,791 | $1,615+10.9% | $4,076-56.1% | $2,177-17.7% |
| Participant deferral / active EE | $3,053 | $3,526-13.4% | $5,524-44.7% | $3,514-13.1% |
| Admin fee / account holder | $139 | $528-73.7% | $8,592-98.4% | $847-83.6% |