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 | $95,803-0.1% | $113,168-15.4% | $84,808+12.9% |
| Participation rate | 96.8% | 72.9%+24.0pp | 76.6%+20.3pp | 68.3%+28.5pp |
| Annual return | 11.70% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,748 | $2,360+16.4% | $2,975-7.6% | $2,631+4.4% |
| Participant deferral / active EE | $6,873 | $4,242+62.0% | $5,107+34.6% | $4,212+63.2% |
| Admin fee / account holder | $101 | $8,989-98.9% | $12,068-99.2% | $7,344-98.6% |