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 | $12,838 |
BEENE GARTER LLP2 years Service code 13 · EIN 38-1337372 | Contract Administrator | $12,495 |
Service code 49 · EIN 52-2114207 | Other Services | $8,946 |
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 | $180,246 | $80,753+123.2% | $136,294+32.2% | $62,292+189.4% |
| Participation rate | 95.7% | 73.5%+22.1pp | 81.9%+13.8pp | 69.5%+26.2pp |
| Annual return | 13.80% | 35.83%-22.0pp | 5155.94%-5142.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $5,746 | $2,884+99.3% | $4,695+22.4% | $2,042+181.4% |
| Participant deferral / active EE | $8,628 | $5,164+67.1% | $6,247+38.1% | $3,169+172.3% |
| Admin fee / account holder | $149 | $525-71.6% | $9,243-98.4% | $479-68.9% |