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 10-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 | $10,667 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,750 | $95,453+0.3% | $112,040-14.5% | $82,448+16.1% |
| Participation rate | 96.8% | 72.8%+24.1pp | 76.5%+20.3pp | 68.1%+28.8pp |
| Annual return | 11.70% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,748 | $2,318+18.5% | $2,954-7.0% | $2,551+7.7% |
| Participant deferral / active EE | $6,873 | $4,224+62.7% | $5,098+34.8% | $4,139+66.1% |
| Admin fee / account holder | $101 | $9,013-98.9% | $12,098-99.2% | $7,234-98.6% |