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 41-0417830 | Contract Administrator | $2,545 |
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 | $62,266 | $80,753-22.9% | $136,294-54.3% | $62,2920% |
| Participation rate | 97.3% | 73.5%+23.8pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 19.01% | 35.83%-16.8pp | 5155.94%-5136.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $4,381 | $2,884+51.9% | $4,695-6.7% | $2,042+114.5% |
| Participant deferral / active EE | $5,590 | $5,164+8.2% | $6,247-10.5% | $3,169+76.4% |
| Admin fee / account holder | $19 | $525-96.4% | $9,243-99.8% | $479-96.1% |