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 12 · EIN 13-3689044 | Claims processing; Float revenue; Par... | $3,736 |
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 | $117,647 | $69,823+68.5% | $77,163+52.5% | $74,419+58.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 69.6%+30.4pp | 70.7%+29.3pp |
| Annual return | 4.73% | 19.98%-15.2pp | 37.87%-33.1pp | 34.38%-29.7pp |
| Employer contribution / active EE | $6,470 | $2,150+200.9% | $2,535+155.2% | $2,637+145.3% |
| Participant deferral / active EE | $7,012 | $3,558+97.1% | $3,833+82.9% | $4,528+54.9% |
| Admin fee / account holder | $9 | $398-97.9% | $5,472-99.8% | $348-97.5% |