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 | $36,231 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,511 | $76,050-21.7% | $96,544-38.4% | $71,457-16.7% |
| Participation rate | 97.5% | 74.4%+23.1pp | 76.0%+21.6pp | 67.9%+29.6pp |
| Annual return | 16.42% | 22.81%-6.4pp | 25.84%-9.4pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,471 | $2,244+10.1% | $2,965-16.7% | $2,588-4.5% |
| Participant deferral / active EE | $6,978 | $4,215+65.5% | $4,851+43.8% | $4,289+62.7% |
| Admin fee / account holder | $169 | $2,707-93.7% | $8,252-97.9% | $1,587-89.3% |