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 | $62,146-10.0% | $81,438-31.3% | $74,546-25.0% |
| Participation rate | 98.7% | 64.1%+34.6pp | 69.5%+29.2pp | 67.2%+31.5pp |
| Annual return | 16.49% | 16.49%0pp | 24.74%-8.3pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $4,777 | $1,883+153.7% | $2,460+94.2% | $2,624+82.0% |
| Participant deferral / active EE | $8,309 | $3,229+157.3% | $3,883+114.0% | $4,347+91.1% |
| Admin fee / account holder | $254 | $1,922-86.8% | $5,764-95.6% | $1,944-86.9% |