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 41-0417830 | Contract Administrator | $34,010 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,323 | $59,159-28.5% | $159,960-73.5% | $66,914-36.8% |
| Participation rate | 76.9% | 68.1%+8.8pp | 78.0%-1.1pp | 69.8%+7.1pp |
| Annual return | -14.04% | -12.26%-1.8pp | 408.60%-422.6pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,168 | $1,983-41.1% | $4,226-72.4% | $2,544-54.1% |
| Participant deferral / active EE | $2,052 | $4,395-53.3% | $6,182-66.8% | $4,237-51.6% |
| Admin fee / account holder | $174 | $591-70.5% | $8,698-98.0% | $593-70.6% |