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 14 · EIN 23-0559393 | Plan Administrator | $10,286 |
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 | $36,963 | $69,362-46.7% | $101,248-63.5% | $73,488-49.7% |
| Participation rate | 81.1% | 68.4%+12.8pp | 75.8%+5.3pp | 70.7%+10.5pp |
| Annual return | 21.90% | 18.46%+3.4pp | 46.47%-24.6pp | 28.51%-6.6pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,491 | $3,300+5.8% | $4,370-20.1% | $3,740-6.6% |
| Admin fee / account holder | $118 | $704-83.2% | $5,945-98.0% | $513-77.0% |