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 | $8,422 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,694 | $102,553+21.6% | $151,611-17.8% | $66,914+86.3% |
| Participation rate | 99.2% | 85.5%+13.7pp | 87.5%+11.8pp | 69.8%+29.4pp |
| Annual return | -18.07% | -10.82%-7.3pp | 3.33%-21.4pp | 1.58%-19.7pp |
| Employer contribution / active EE | $5,293 | $4,180+26.6% | $6,166-14.2% | $2,544+108.0% |
| Participant deferral / active EE | $9,772 | $6,641+47.2% | $8,363+16.8% | $4,237+130.6% |
| Admin fee / account holder | $44 | $630-93.1% | $11,616-99.6% | $593-92.6% |