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 | $7,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,632 | $91,407-30.4% | $135,903-53.2% | $71,457-11.0% |
| Participation rate | 97.1% | 75.7%+21.5pp | 81.9%+15.2pp | 67.9%+29.2pp |
| Annual return | 17.32% | 29.90%-12.6pp | 68.23%-50.9pp | 28.85%-11.5pp |
| Employer contribution / active EE | $2,093 | $3,703-43.5% | $4,856-56.9% | $2,588-19.1% |
| Participant deferral / active EE | $3,786 | $7,092-46.6% | $7,758-51.2% | $4,289-11.7% |
| Admin fee / account holder | $67 | $1,266-94.7% | $10,762-99.4% | $1,587-95.8% |