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 5-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 | $37,246 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,260 | $55,472-59.9% | $155,567-85.7% | $74,546-70.1% |
| Participation rate | 95.7% | 61.9%+33.7pp | 78.2%+17.5pp | 67.2%+28.4pp |
| Annual return | 11.80% | 268.72%-256.9pp | 64.74%-52.9pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $1,775 | $2,269-21.8% | $4,674-62.0% | $2,624-32.4% |
| Participant deferral / active EE | $2,990 | $2,838+5.4% | $5,628-46.9% | $4,347-31.2% |
| Admin fee / account holder | $219 | $1,743-87.4% | $15,916-98.6% | $1,944-88.7% |