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 | $45,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,684 | $53,165-47.9% | $86,188-67.9% | $74,419-62.8% |
| Participation rate | 82.6% | 64.9%+17.7pp | 69.0%+13.6pp | 70.7%+11.8pp |
| Annual return | 15.92% | 22.64%-6.7pp | 1168.45%-1152.5pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,231 | $1,210+1.7% | $2,380-48.3% | $2,637-53.3% |
| Participant deferral / active EE | $3,947 | $3,234+22.0% | $3,985-1.0% | $4,528-12.8% |
| Admin fee / account holder | $93 | $551-83.1% | $6,852-98.6% | $348-73.3% |