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 | $16,171 |
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 | $37,177 | $65,376-43.1% | $87,100-57.3% | $65,185-43.0% |
| Participation rate | 84.1% | 75.3%+8.8pp | 76.9%+7.3pp | 70.2%+13.9pp |
| Annual return | 16.63% | 31.27%-14.6pp | 28.19%-11.6pp | 29.38%-12.8pp |
| Employer contribution / active EE | $1,793 | $1,822-1.6% | $2,521-28.9% | $2,177-17.6% |
| Participant deferral / active EE | $2,508 | $3,388-26.0% | $4,049-38.0% | $3,514-28.6% |
| Admin fee / account holder | $71 | $520-86.3% | $7,497-99.0% | $847-91.6% |