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 06-1050034 | Contract Administrator | $1,964 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $110,433 | $63,924+72.8% | $108,579+1.7% | $55,167+100.2% |
| Participation rate | 77.6% | 74.3%+3.2pp | 79.6%-2.0pp | 69.0%+8.6pp |
| Annual return | 7.46% | 15.31%-7.9pp | -51.70%+59.2pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,394 | $1,879-25.8% | $3,758-62.9% | $1,963-29.0% |
| Participant deferral / active EE | $4,924 | $3,067+60.6% | $4,311+14.2% | $3,054+61.2% |
| Admin fee / account holder | $12 | $618-98.1% | $7,645-99.8% | $504-97.7% |