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 06-1050034 | Contract Administrator | $2,511 |
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 | $66,316 | $42,396+56.4% | $67,313-1.5% | $56,287+17.8% |
| Participation rate | 92.8% | 61.0%+31.8pp | 69.1%+23.7pp | 69.9%+22.9pp |
| Annual return | 0.00% | -36.63%+36.6pp | -4.08%+4.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $736 | $1,414-47.9% | $2,566-71.3% | $2,111-65.1% |
| Participant deferral / active EE | $2,025 | $2,360-14.2% | $3,568-43.2% | $3,350-39.5% |
| Admin fee / account holder | $12 | $510-97.6% | $4,507-99.7% | $521-97.7% |