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 42-0127290 | Contract Administrator | $33,283 |
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 | $51,647 | $63,114-18.2% | $92,893-44.4% | $65,185-20.8% |
| Participation rate | 70.7% | 68.8%+2.0pp | 76.0%-5.3pp | 70.2%+0.5pp |
| Annual return | 25.46% | 28.75%-3.3pp | 109.41%-84.0pp | 29.38%-3.9pp |
| Employer contribution / active EE | $886 | $2,571-65.5% | $3,653-75.7% | $2,177-59.3% |
| Participant deferral / active EE | $2,612 | $3,108-16.0% | $4,236-38.3% | $3,514-25.7% |
| Admin fee / account holder | $262 | $624-58.0% | $5,794-95.5% | $847-69.1% |