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 4-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 | $41,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,922 | $62,127-10.0% | $81,382-31.3% | $74,495-24.9% |
| Participation rate | 98.7% | 64.0%+34.7pp | 69.5%+29.2pp | 67.2%+31.5pp |
| Annual return | 16.49% | 16.48%0pp | 24.73%-8.2pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $4,777 | $1,882+153.8% | $2,463+94.0% | $2,623+82.1% |
| Participant deferral / active EE | $8,309 | $3,229+157.3% | $3,883+114.0% | $4,346+91.2% |
| Admin fee / account holder | $254 | $1,934-86.9% | $5,768-95.6% | $1,942-86.9% |