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 13-4238973 | Contract Administrator | $37,873 |
Annual investment return 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 | $57,301 | $112,623-49.1% | $106,213-46.1% | $199,593-71.3% |
| Participation rate | 100.0% | 86.2%+13.8pp | 75.3%+24.7pp | 72.0%+28.0pp |
| Annual return | 2.15% | 15.57%-13.4pp | 116.14%-114.0pp | 34.25%-32.1pp |
| Employer contribution / active EE | $7,643 | $4,575+67.1% | $3,171+141.0% | $3,034+151.9% |
| Participant deferral / active EE | $0 | $6,659-100.0% | $5,016-100.0% | $5,087-100.0% |
| Admin fee / account holder | $21 | $107-80.2% | $11,033-99.8% | $269-92.1% |