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 | $28,142 |
Service code 27 · EIN 30-0529410 | Advisory (Plan) | $7,383 |
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 | $59,877 | $69,362-13.7% | $101,248-40.9% | $73,488-18.5% |
| Participation rate | 75.9% | 68.4%+7.5pp | 75.8%+0.1pp | 70.7%+5.2pp |
| Annual return | 19.30% | 18.46%+0.8pp | 46.47%-27.2pp | 28.51%-9.2pp |
| Employer contribution / active EE | $1,023 | $2,628-61.1% | $3,660-72.0% | $2,270-54.9% |
| Participant deferral / active EE | $3,127 | $3,300-5.2% | $4,370-28.4% | $3,740-16.4% |
| Admin fee / account holder | $201 | $704-71.4% | $5,945-96.6% | $513-60.8% |