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 | $26,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,594 | $50,982+40.4% | $154,803-53.8% | $85,563-16.3% |
| Participation rate | 93.9% | 59.8%+34.1pp | 78.1%+15.8pp | 66.0%+27.9pp |
| Annual return | 16.07% | 30.35%-14.3pp | 58.88%-42.8pp | 31.51%-15.4pp |
| Employer contribution / active EE | $3,315 | $1,708+94.0% | $4,305-23.0% | $2,654+24.9% |
| Participant deferral / active EE | $6,622 | $2,474+167.6% | $5,540+19.5% | $4,375+51.4% |
| Admin fee / account holder | $29 | $846-96.6% | $14,329-99.8% | $834-96.5% |