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 | $66,416 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,228 | $108,549-65.7% | $156,263-76.2% | $85,563-56.5% |
| Participation rate | 98.9% | 77.1%+21.8pp | 78.9%+20.0pp | 66.0%+33.0pp |
| Annual return | 20.24% | 21.79%-1.6pp | 59.47%-39.2pp | 31.51%-11.3pp |
| Employer contribution / active EE | $1,350 | $2,690-49.8% | $4,333-68.8% | $2,654-49.1% |
| Participant deferral / active EE | $3,936 | $4,800-18.0% | $6,158-36.1% | $4,375-10.0% |
| Admin fee / account holder | $160 | $650-75.4% | $14,255-98.9% | $834-80.8% |