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 7-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 | $16,687 |
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 | $148,166 | $98,982+49.7% | $162,163-8.6% | $65,185+127.3% |
| Participation rate | 91.4% | 85.8%+5.6pp | 87.6%+3.9pp | 70.2%+21.2pp |
| Annual return | 26.92% | 24.84%+2.1pp | 115.59%-88.7pp | 29.38%-2.5pp |
| Employer contribution / active EE | $6,531 | $3,467+88.4% | $5,614+16.3% | $2,177+200.1% |
| Participant deferral / active EE | $12,110 | $5,384+124.9% | $7,298+65.9% | $3,514+244.6% |
| Admin fee / account holder | $110 | $596-81.5% | $10,843-99.0% | $847-87.0% |