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 | $5,674 |
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 | $85,492 | $65,376+30.8% | $87,100-1.8% | $65,185+31.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 24.12% | 31.27%-7.2pp | 28.19%-4.1pp | 29.38%-5.3pp |
| Employer contribution / active EE | $4,297 | $1,822+135.8% | $2,521+70.4% | $2,177+97.4% |
| Participant deferral / active EE | $5,443 | $3,388+60.6% | $4,049+34.4% | $3,514+54.9% |
| Admin fee / account holder | $46 | $520-91.2% | $7,497-99.4% | $847-94.6% |