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 06-1050034 | Contract Administrator | $6,574 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,114 | $65,376-8.0% | $87,100-31.0% | $65,185-7.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 12.73% | 31.27%-18.5pp | 28.19%-15.5pp | 29.38%-16.6pp |
| Employer contribution / active EE | $2,520 | $1,822+38.3% | $2,521-0.1% | $2,177+15.8% |
| Participant deferral / active EE | $2,222 | $3,388-34.4% | $4,049-45.1% | $3,514-36.7% |
| Admin fee / account holder | $34 | $520-93.5% | $7,497-99.6% | $847-96.0% |