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 7-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 | $32,727 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,932 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,187 | $91,407-11.2% | $135,903-40.3% | $71,457+13.6% |
| Participation rate | 90.4% | 75.7%+14.8pp | 81.9%+8.5pp | 67.9%+22.5pp |
| Annual return | 27.35% | 29.90%-2.5pp | 68.23%-40.9pp | 28.85%-1.5pp |
| Employer contribution / active EE | $3,270 | $3,703-11.7% | $4,856-32.7% | $2,588+26.4% |
| Participant deferral / active EE | $8,633 | $7,092+21.7% | $7,758+11.3% | $4,289+101.3% |
| Admin fee / account holder | $215 | $1,266-83.0% | $10,762-98.0% | $1,587-86.5% |