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 | $5,269 |
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 | $65,143 | $78,781-17.3% | $100,516-35.2% | $73,409-11.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 79.4%+20.6pp | 72.2%+27.8pp |
| Annual return | 14.36% | 31.69%-17.3pp | 30.89%-16.5pp | 59.29%-44.9pp |
| Employer contribution / active EE | $715 | $2,420-70.4% | $3,418-79.1% | $2,234-68.0% |
| Participant deferral / active EE | $3,119 | $6,537-52.3% | $6,270-50.3% | $3,805-18.0% |
| Admin fee / account holder | $10 | $145-93.2% | $8,081-99.9% | $158-93.7% |