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 | $33,990 |
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 | $81,692 | $47,922+70.5% | $75,886+7.7% | $65,185+25.3% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 27.47% | 24.12%+3.4pp | 30.76%-3.3pp | 29.38%-1.9pp |
| Employer contribution / active EE | $2,585 | $1,557+66.0% | $2,500+3.4% | $2,177+18.8% |
| Participant deferral / active EE | $7,336 | $2,550+187.7% | $3,603+103.6% | $3,514+108.8% |
| Admin fee / account holder | $142 | $532-73.4% | $5,418-97.4% | $847-83.3% |