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 |
|---|---|---|
ADMINISTRATION SERVICES INC.5+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $14,112 |
WARD FISHER & COMPANY1 year Filed as: WARD FISHER & CO. Service code 10 · EIN 05-6016572 | Accounting | $10,900 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,573 | $55,636+75.4% | $81,983+19.0% | $73,488+32.8% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 17.00% | 19.07%-2.1pp | 41.31%-24.3pp | 28.51%-11.5pp |
| Employer contribution / active EE | $7,805 | $1,625+380.5% | $2,498+212.4% | $2,270+243.8% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $262 | $493-46.8% | $5,664-95.4% | $513-48.9% |