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 | $2,448 |
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 | $44,141 | $55,453-20.4% | $170,442-74.1% | $62,292-29.1% |
| Participation rate | 95.5% | 66.4%+29.2pp | 83.6%+11.9pp | 69.5%+26.0pp |
| Annual return | 20.50% | 21.38%-0.9pp | 205.93%-185.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $2,111 | $2,164-2.4% | $5,433-61.1% | $2,042+3.4% |
| Participant deferral / active EE | $4,187 | $2,303+81.8% | $4,939-15.2% | $3,169+32.1% |
| Admin fee / account holder | $18 | $455-96.0% | $13,880-99.9% | $479-96.2% |