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 | $5,165 |
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 | $60,871 | $73,102-16.7% | $123,544-50.7% | $56,287+8.1% |
| Participation rate | 95.0% | 74.3%+20.7pp | 82.3%+12.7pp | 69.9%+25.1pp |
| Annual return | -5.54% | 3.01%-8.6pp | 119.20%-124.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $4,589 | $2,977+54.1% | $4,628-0.8% | $2,111+117.4% |
| Participant deferral / active EE | $5,882 | $5,423+8.5% | $6,426-8.5% | $3,350+75.6% |
| Admin fee / account holder | $36 | $554-93.6% | $9,284-99.6% | $521-93.2% |