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 91-1035498 | Contract Administrator | $35,105 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,744 | $42,353-43.9% | $79,550-70.2% | $64,808-63.4% |
| Participation rate | 83.6% | 64.8%+18.8pp | 69.5%+14.1pp | 71.5%+12.1pp |
| Annual return | -16.00% | -12.24%-3.8pp | 0.16%-16.2pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,271 | $1,181+7.7% | $2,413-47.3% | $2,506-49.3% |
| Participant deferral / active EE | $4,383 | $3,170+38.3% | $3,985+10.0% | $4,310+1.7% |
| Admin fee / account holder | $68 | $160-57.7% | $6,832-99.0% | $188-64.1% |