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 8-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 | $34,646 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,349 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,836 | $86,929+101.1% | $102,423+70.7% | $80,856+116.2% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.6%+30.3pp |
| Annual return | 12.12% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $6,815 | $2,369+187.6% | $3,023+125.4% | $2,755+147.4% |
| Participant deferral / active EE | $8,253 | $4,118+100.4% | $5,053+63.3% | $4,296+92.1% |
| Admin fee / account holder | $204 | $8,049-97.5% | $9,451-97.8% | $6,918-97.1% |