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 | $28,018 |
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 | $158,329 | $65,322+142.4% | $70,449+124.7% | $73,488+115.4% |
| Participation rate | 99.2% | 77.0%+22.3pp | 75.1%+24.2pp | 70.7%+28.5pp |
| Annual return | 14.42% | 15.71%-1.3pp | 109.03%-94.6pp | 28.51%-14.1pp |
| Employer contribution / active EE | $7,273 | $2,460+195.7% | $2,737+165.8% | $2,270+220.4% |
| Participant deferral / active EE | $10,029 | $3,375+197.2% | $3,709+170.4% | $3,740+168.2% |
| Admin fee / account holder | $174 | $214-18.7% | $3,845-95.5% | $513-66.1% |