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 | $93,949 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,332 | $50,815+38.4% | $155,509-54.8% | $77,643-9.4% |
| Participation rate | 99.0% | 63.1%+35.9pp | 78.2%+20.8pp | 70.6%+28.4pp |
| Annual return | 17.38% | 34.80%-17.4pp | 64.67%-47.3pp | 31.24%-13.9pp |
| Employer contribution / active EE | $2,834 | $1,993+42.2% | $4,672-39.3% | $2,726+4.0% |
| Participant deferral / active EE | $5,616 | $2,822+99.0% | $5,626-0.2% | $4,647+20.9% |
| Admin fee / account holder | $93 | $437-78.7% | $15,912-99.4% | $430-78.4% |