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 12 · EIN 48-1205033 | Claims processing; Direct payment fro... | $12,403 |
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 | $133,531 | $47,977+178.3% | $154,107-13.4% | $56,287+137.2% |
| Participation rate | 99.3% | 66.2%+33.1pp | 83.0%+16.3pp | 69.9%+29.5pp |
| Annual return | -4.12% | 3.54%-7.7pp | 735.12%-739.2pp | -9.96%+5.8pp |
| Employer contribution / active EE | $9,253 | $2,169+326.6% | $5,298+74.7% | $2,111+338.3% |
| Participant deferral / active EE | $5,953 | $2,392+148.9% | $5,081+17.2% | $3,350+77.7% |
| Admin fee / account holder | $60 | $438-86.3% | $13,411-99.6% | $521-88.5% |