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 9-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 06-1050034 | Contract Administrator | $12,104 |
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 | $24,677 | $52,953-53.4% | $172,739-85.7% | $65,185-62.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.62% | 30.12%-8.5pp | 802.84%-781.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,156 | $2,190-47.2% | $5,143-77.5% | $2,177-46.9% |
| Participant deferral / active EE | $2,193 | $2,471-11.2% | $5,198-57.8% | $3,514-37.6% |
| Admin fee / account holder | $55 | $472-88.2% | $13,954-99.6% | $847-93.5% |