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 35-1140070 | Contract Administrator | $8,114 |
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 | $49,871 | $55,453-10.1% | $170,442-70.7% | $62,292-19.9% |
| Participation rate | 92.9% | 66.4%+26.5pp | 83.6%+9.3pp | 69.5%+23.4pp |
| Annual return | 13.00% | 21.38%-8.4pp | 205.93%-192.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $1,206 | $2,164-44.3% | $5,433-77.8% | $2,042-40.9% |
| Participant deferral / active EE | $1,715 | $2,303-25.5% | $4,939-65.3% | $3,169-45.9% |
| Admin fee / account holder | $50 | $455-89.0% | $13,880-99.6% | $479-89.5% |