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 | $13,576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,040 | $71,142+1.3% | $119,609-39.8% | $64,808+11.2% |
| Participation rate | 83.2% | 78.6%+4.6pp | 79.3%+3.9pp | 71.5%+11.7pp |
| Annual return | -11.10% | -10.01%-1.1pp | -14.97%+3.9pp | 32.82%-43.9pp |
| Employer contribution / active EE | $1,466 | $2,497-41.3% | $4,232-65.4% | $2,506-41.5% |
| Participant deferral / active EE | $6,292 | $4,490+40.2% | $5,602+12.3% | $4,310+46.0% |
| Admin fee / account holder | $19 | $162-88.0% | $10,323-99.8% | $188-89.6% |