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 | $14,398 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,274 | $91,372-16.5% | $129,995-41.3% | $74,419+2.5% |
| Participation rate | 86.4% | 77.8%+8.6pp | 78.5%+7.9pp | 70.7%+15.7pp |
| Annual return | 16.10% | 23.21%-7.1pp | -137.18%+153.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $7,357 | $2,563+187.0% | $4,320+70.3% | $2,637+179.0% |
| Participant deferral / active EE | $6,770 | $4,721+43.4% | $5,820+16.3% | $4,528+49.5% |
| Admin fee / account holder | $17 | $283-94.0% | $10,614-99.8% | $348-95.1% |