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 9-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 | $3,578 |
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 | $75,743 | $59,186+28.0% | $76,768-1.3% | $56,287+34.6% |
| Participation rate | 97.6% | 75.2%+22.4pp | 77.0%+20.7pp | 69.9%+27.8pp |
| Annual return | -2.76% | 6.62%-9.4pp | 2.43%-5.2pp | -9.96%+7.2pp |
| Employer contribution / active EE | $3,915 | $1,759+122.7% | $2,485+57.6% | $2,111+85.5% |
| Participant deferral / active EE | $5,302 | $3,255+62.9% | $3,852+37.7% | $3,350+58.3% |
| Admin fee / account holder | $29 | $489-94.1% | $6,675-99.6% | $521-94.5% |