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 41-0417830 | Contract Administrator | $18,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,083 | $82,202+14.5% | $125,339-24.9% | $64,808+45.2% |
| Participation rate | 93.1% | 77.9%+15.3pp | 82.4%+10.8pp | 71.5%+21.7pp |
| Annual return | -16.18% | 3.48%-19.7pp | 572.05%-588.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $15,988 | $3,615+342.2% | $4,814+232.1% | $2,506+538.0% |
| Participant deferral / active EE | $18,305 | $7,175+155.1% | $7,446+145.8% | $4,310+324.7% |
| Admin fee / account holder | $55 | $163-66.3% | $10,010-99.5% | $188-70.7% |