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 23-3038464 | Contract Administrator | $5,921 |
ADVISORTRUST1 year Service code 15 · EIN 46-4091337 | Recordkeeping | $5,440 |
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 | $76,205 | $80,753-5.6% | $136,294-44.1% | $62,292+22.3% |
| Participation rate | 96.9% | 73.5%+23.4pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 15.55% | 35.83%-20.3pp | 5155.94%-5140.4pp | 28.90%-13.3pp |
| Employer contribution / active EE | $3,748 | $2,884+30.0% | $4,695-20.2% | $2,042+83.5% |
| Participant deferral / active EE | $4,549 | $5,164-11.9% | $6,247-27.2% | $3,169+43.5% |
| Admin fee / account holder | $78 | $525-85.1% | $9,243-99.2% | $479-83.6% |