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 6-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 | $61,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,418 | $76,050+38.6% | $96,544+9.2% | $71,457+47.5% |
| Participation rate | 95.1% | 74.4%+20.7pp | 76.0%+19.2pp | 67.9%+27.2pp |
| Annual return | 19.76% | 22.81%-3.0pp | 25.84%-6.1pp | 28.85%-9.1pp |
| Employer contribution / active EE | $6,078 | $2,244+170.8% | $2,965+105.0% | $2,588+134.9% |
| Participant deferral / active EE | $5,785 | $4,215+37.2% | $4,851+19.3% | $4,289+34.9% |
| Admin fee / account holder | $164 | $2,707-93.9% | $8,252-98.0% | $1,587-89.7% |