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 | $1,196 |
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 | $73,215 | $60,165+21.7% | $74,183-1.3% | $55,167+32.7% |
| Participation rate | 95.8% | 74.2%+21.6pp | 76.6%+19.1pp | 69.0%+26.8pp |
| Annual return | 0.52% | 10.00%-9.5pp | 17.74%-17.2pp | 169.23%-168.7pp |
| Employer contribution / active EE | $1,856 | $1,600+16.0% | $2,370-21.7% | $1,963-5.4% |
| Participant deferral / active EE | $3,572 | $2,973+20.2% | $3,550+0.6% | $3,054+17.0% |
| Admin fee / account holder | $6 | $419-98.6% | $5,586-99.9% | $504-98.8% |