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 | $101,362 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,855 | $142,424+122.5% | $100,534+215.2% | $74,304+326.4% |
| Participation rate | 98.8% | 79.6%+19.2pp | 80.6%+18.2pp | 60.3%+38.4pp |
| Annual return | 12.43% | 27.53%-15.1pp | 32.66%-20.2pp | 29.43%-17.0pp |
| Employer contribution / active EE | $8,625 | $5,555+55.3% | $4,346+98.4% | $2,241+284.8% |
| Participant deferral / active EE | $17,600 | $8,247+113.4% | $6,144+186.5% | $3,767+367.2% |
| Admin fee / account holder | $283 | $1,986-85.7% | $7,654-96.3% | $2,969-90.5% |