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 6-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 | $36,907 |
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 | $83,261 | $79,519+4.7% | $95,952-13.2% | $73,409+13.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 25.09% | 19.20%+5.9pp | 91.61%-66.5pp | 59.29%-34.2pp |
| Employer contribution / active EE | $2,444 | $2,048+19.4% | $2,541-3.8% | $2,234+9.4% |
| Participant deferral / active EE | $5,735 | $4,138+38.6% | $4,167+37.6% | $3,805+50.7% |
| Admin fee / account holder | $128 | $184-30.6% | $6,795-98.1% | $158-19.0% |