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 9-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 | $24,272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,009 | $80,160-62.6% | $70,164-57.2% | $80,160-62.6% |
| Participation rate | 98.0% | 72.9%+25.0pp | 78.8%+19.1pp | 72.9%+25.0pp |
| Annual return | 16.69% | 40.38%-23.7pp | 18.87%-2.2pp | 40.38%-23.7pp |
| Employer contribution / active EE | $1,785 | $2,978-40.1% | $4,287-58.4% | $2,978-40.1% |
| Participant deferral / active EE | $2,974 | $5,017-40.7% | $5,395-44.9% | $5,017-40.7% |
| Admin fee / account holder | $17 | $145-88.0% | $4,561-99.6% | $145-88.0% |