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 | $79,310 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,487 | $62,544-38.5% | $129,207-70.2% | $199,593-80.7% |
| Participation rate | 96.5% | 56.8%+39.7pp | 69.6%+26.9pp | 72.0%+24.5pp |
| Annual return | 13.38% | 16.95%-3.6pp | 9417.33%-9403.9pp | 34.25%-20.9pp |
| Employer contribution / active EE | $1,231 | $2,394-48.6% | $4,153-70.4% | $3,034-59.4% |
| Participant deferral / active EE | $3,590 | $3,123+14.9% | $4,168-13.9% | $5,087-29.4% |
| Admin fee / account holder | $28 | $167-83.5% | $7,715-99.6% | $269-89.8% |