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 | $21,162 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,091 | $50,815+22.2% | $155,509-60.1% | $77,643-20.0% |
| Participation rate | 92.4% | 63.1%+29.3pp | 78.2%+14.2pp | 70.6%+21.9pp |
| Annual return | 14.97% | 34.80%-19.8pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,863 | $1,993+43.7% | $4,672-38.7% | $2,726+5.0% |
| Participant deferral / active EE | $5,719 | $2,822+102.6% | $5,626+1.6% | $4,647+23.1% |
| Admin fee / account holder | $23 | $437-94.7% | $15,912-99.9% | $430-94.6% |