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 06-1050034 | Contract Administrator | $29,025 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,685 | $88,730-46.3% | $82,313-42.1% | $77,958-38.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 76.9%+23.1pp | 71.6%+28.4pp |
| Annual return | 14.03% | 20.88%-6.9pp | 25.88%-11.8pp | 20.87%-6.8pp |
| Employer contribution / active EE | $2,050 | $2,758-25.7% | $2,428-15.6% | $2,310-11.3% |
| Participant deferral / active EE | $2,958 | $4,634-36.2% | $3,706-20.2% | $3,537-16.4% |
| Admin fee / account holder | $10 | $74-86.3% | $5,608-99.8% | $97-89.6% |