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 | $121,402 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,187 | $52,122-7.6% | $104,294-53.8% | $64,808-25.6% |
| Participation rate | 96.7% | 56.0%+40.7pp | 73.3%+23.5pp | 71.5%+25.3pp |
| Annual return | -16.04% | 13.26%-29.3pp | 24.61%-40.7pp | 32.82%-48.9pp |
| Employer contribution / active EE | $5,637 | $1,627+246.5% | $3,372+67.2% | $2,506+124.9% |
| Participant deferral / active EE | $5,259 | $2,823+86.3% | $4,625+13.7% | $4,310+22.0% |
| Admin fee / account holder | $110 | $155-28.8% | $7,339-98.5% | $188-41.4% |