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 | $67,645 |
GOOD LIFE ADVISORS, LLC2 years Service code 27 · EIN 47-1058535 | Advisory (Plan) | $23,145 |
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 | $58,172 | $99,957-41.8% | $149,696-61.1% | $73,488-20.8% |
| Participation rate | 98.7% | 75.7%+23.0pp | 82.5%+16.2pp | 70.7%+28.0pp |
| Annual return | 17.07% | 53.87%-36.8pp | 276.60%-259.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $817 | $3,191-74.4% | $4,644-82.4% | $2,270-64.0% |
| Participant deferral / active EE | $4,352 | $6,073-28.3% | $6,842-36.4% | $3,740+16.4% |
| Admin fee / account holder | $258 | $551-53.1% | $9,309-97.2% | $513-49.7% |