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 | $3,949 |
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 | $80,577 | $64,909+24.1% | $82,313-2.1% | $62,292+29.4% |
| Participation rate | 96.2% | 74.9%+21.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 8.23% | 21.18%-12.9pp | 25.88%-17.6pp | 28.90%-20.7pp |
| Employer contribution / active EE | $1,771 | $1,676+5.7% | $2,428-27.1% | $2,042-13.3% |
| Participant deferral / active EE | $3,298 | $3,103+6.3% | $3,706-11.0% | $3,169+4.1% |
| Admin fee / account holder | $18 | $440-96.0% | $5,608-99.7% | $479-96.3% |