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 41-0417830 | Contract Administrator | $5,687 |
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 | $50,145 | $89,652-44.1% | $141,162-64.5% | $65,185-23.1% |
| Participation rate | 74.0% | 74.7%-0.7pp | 82.5%-8.4pp | 70.2%+3.8pp |
| Annual return | 30.55% | 32.79%-2.2pp | 71.39%-40.8pp | 29.38%+1.2pp |
| Employer contribution / active EE | $3,687 | $3,065+20.3% | $4,735-22.1% | $2,177+69.4% |
| Participant deferral / active EE | $7,503 | $5,691+31.8% | $6,709+11.8% | $3,514+113.5% |
| Admin fee / account holder | $52 | $569-90.9% | $10,261-99.5% | $847-93.9% |