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 95-3671020 INC. · BREA, CA 928214037 | Contract Administrator | $10,325 |
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 | $82,527 | $80,753+2.2% | $136,294-39.4% | $62,292+32.5% |
| Participation rate | 72.0% | 73.5%-1.5pp | 81.9%-9.9pp | 69.5%+2.5pp |
| Annual return | 16.18% | 35.83%-19.7pp | 5155.94%-5139.8pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,252 | $2,884-21.9% | $4,695-52.0% | $2,042+10.3% |
| Participant deferral / active EE | $4,751 | $5,164-8.0% | $6,247-24.0% | $3,169+49.9% |
| Admin fee / account holder | $86 | $525-83.7% | $9,243-99.1% | $479-82.1% |