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 | $68,259 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,058 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,593 | $83,884-58.8% | $64,056-46.0% | $74,419-53.5% |
| Participation rate | 89.7% | 76.6%+13.0pp | 72.3%+17.4pp | 70.7%+18.9pp |
| Annual return | 14.96% | 16.57%-1.6pp | 33.69%-18.7pp | 34.38%-19.4pp |
| Employer contribution / active EE | $1,834 | $3,084-40.5% | $2,747-33.2% | $2,637-30.5% |
| Participant deferral / active EE | $3,560 | $3,692-3.6% | $3,880-8.3% | $4,528-21.4% |
| Admin fee / account holder | $141 | $196-28.2% | $3,068-95.4% | $348-59.5% |