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 | $12,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,055 | $55,415+62.5% | $155,509-42.1% | $74,495+20.9% |
| Participation rate | 84.1% | 61.9%+22.2pp | 78.2%+5.9pp | 67.2%+16.9pp |
| Annual return | 11.99% | 268.50%-256.5pp | 64.67%-52.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $6,276 | $2,267+176.8% | $4,672+34.3% | $2,623+139.3% |
| Participant deferral / active EE | $1,919 | $2,836-32.3% | $5,626-65.9% | $4,346-55.8% |
| Admin fee / account holder | $89 | $1,738-94.9% | $15,912-99.4% | $1,942-95.4% |