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 | $3,353 |
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 | $75,277 | $89,652-16.0% | $141,162-46.7% | $65,185+15.5% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.5%+15.1pp | 70.2%+27.4pp |
| Annual return | 25.14% | 32.79%-7.7pp | 71.39%-46.2pp | 29.38%-4.2pp |
| Employer contribution / active EE | $4,887 | $3,065+59.4% | $4,735+3.2% | $2,177+124.5% |
| Participant deferral / active EE | $6,495 | $5,691+14.1% | $6,709-3.2% | $3,514+84.8% |
| Admin fee / account holder | $21 | $569-96.3% | $10,261-99.8% | $847-97.5% |