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 | $7,266 |
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 | $77,175 | $111,608-30.9% | $177,821-56.6% | $73,409+5.1% |
| Participation rate | 96.0% | 87.9%+8.2pp | 87.7%+8.3pp | 72.2%+23.9pp |
| Annual return | 18.91% | 18.23%+0.7pp | 48.32%-29.4pp | 59.29%-40.4pp |
| Employer contribution / active EE | $2,089 | $3,796-45.0% | $5,918-64.7% | $2,234-6.5% |
| Participant deferral / active EE | $6,454 | $6,199+4.1% | $7,714-16.3% | $3,805+69.6% |
| Admin fee / account holder | $5 | $166-96.7% | $12,427-100.0% | $158-96.6% |