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 06-1050034 | Contract Administrator | $13,107 |
Service code 10 · EIN 72-1202445 | Accounting | $9,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,158 | $102,553+8.4% | $151,611-26.7% | $66,914+66.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -11.83% | -10.82%-1.0pp | 3.33%-15.2pp | 1.58%-13.4pp |
| Employer contribution / active EE | $3,226 | $4,180-22.8% | $6,166-47.7% | $2,544+26.8% |
| Participant deferral / active EE | $5,577 | $6,641-16.0% | $8,363-33.3% | $4,237+31.6% |
| Admin fee / account holder | $166 | $630-73.6% | $11,616-98.6% | $593-72.0% |