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 | $7,829 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,212 | $65,061+161.6% | $143,757+18.4% | $66,914+154.4% |
| Participation rate | 95.3% | 65.2%+30.1pp | 80.3%+15.0pp | 69.8%+25.5pp |
| Annual return | -17.87% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $7,716 | $2,361+226.9% | $4,951+55.9% | $2,544+203.3% |
| Participant deferral / active EE | $4,717 | $2,919+61.6% | $5,637-16.3% | $4,237+11.3% |
| Admin fee / account holder | $31 | $502-93.9% | $14,673-99.8% | $593-94.8% |