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 | $18,339 |
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 | $98,735 | $58,726+68.1% | $92,233+7.0% | $62,292+58.5% |
| Participation rate | 98.2% | 68.3%+29.8pp | 76.5%+21.7pp | 69.5%+28.7pp |
| Annual return | 20.88% | 43.62%-22.7pp | 176.28%-155.4pp | 28.90%-8.0pp |
| Employer contribution / active EE | $5,179 | $2,392+116.5% | $3,679+40.8% | $2,042+153.6% |
| Participant deferral / active EE | $6,119 | $2,766+121.2% | $3,897+57.0% | $3,169+93.1% |
| Admin fee / account holder | $146 | $556-73.8% | $5,194-97.2% | $479-69.6% |