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 | $37,796 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,572 | $95,803+101.0% | $113,168+70.2% | $84,808+127.1% |
| Participation rate | 97.9% | 72.9%+25.0pp | 76.6%+21.3pp | 68.3%+29.6pp |
| Annual return | 14.39% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $7,524 | $2,360+218.8% | $2,975+152.9% | $2,631+186.0% |
| Participant deferral / active EE | $8,488 | $4,242+100.1% | $5,107+66.2% | $4,212+101.5% |
| Admin fee / account holder | $222 | $8,989-97.5% | $12,068-98.2% | $7,344-97.0% |