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 | $104,980 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $45,000 |
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 | $31,940 | $47,456-32.7% | $172,739-81.5% | $77,787-58.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 22.07% | 35.57%-13.5pp | 802.84%-780.8pp | 32.57%-10.5pp |
| Employer contribution / active EE | $961 | $1,574-39.0% | $5,143-81.3% | $2,504-61.6% |
| Participant deferral / active EE | $4,234 | $2,560+65.4% | $5,198-18.5% | $3,967+6.7% |
| Admin fee / account holder | $92 | $81+13.9% | $13,954-99.3% | $100-8.0% |