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 41-0417830 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,631 | $61,156+259.1% | $185,823+18.2% | $79,386+176.7% |
| Participation rate | 92.5% | 66.6%+25.9pp | 81.7%+10.8pp | 70.7%+21.8pp |
| Annual return | 13.08% | 19.45%-6.4pp | 122.05%-109.0pp | 116.85%-103.8pp |
| Employer contribution / active EE | $8,023 | $2,321+245.7% | $5,167+55.3% | $2,427+230.5% |
| Participant deferral / active EE | $4,697 | $2,789+68.4% | $5,568-15.6% | $4,046+16.1% |
| Admin fee / account holder | $61 | $710-91.4% | $16,237-99.6% | $626-90.2% |