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 | $16,357 |
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 | $41,902 | $59,186-29.2% | $76,768-45.4% | $56,287-25.6% |
| Participation rate | 79.5% | 75.2%+4.3pp | 77.0%+2.5pp | 69.9%+9.6pp |
| Annual return | -2.45% | 6.62%-9.1pp | 2.43%-4.9pp | -9.96%+7.5pp |
| Employer contribution / active EE | $1,608 | $1,759-8.6% | $2,485-35.3% | $2,111-23.8% |
| Participant deferral / active EE | $2,220 | $3,255-31.8% | $3,852-42.4% | $3,350-33.7% |
| Admin fee / account holder | $101 | $489-79.4% | $6,675-98.5% | $521-80.6% |