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 | $431 |
Employer contribution per participant 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 | $45,081 | $111,491-59.6% | $189,513-76.2% | $86,799-48.1% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.8%+11.4pp | 72.3%+26.9pp |
| Annual return | 47.32% | 83.50%-36.2pp | 555.15%-507.8pp | 97.91%-50.6pp |
| Employer contribution / active EE | $92 | $3,951-97.7% | $6,162-98.5% | $2,405-96.2% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $1 | $189-99.6% | $12,045-100.0% | $170-99.5% |