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 8-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 | $41,796 |
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 | $176,556 | $73,638+139.8% | $95,952+84.0% | $73,488+140.3% |
| Participation rate | 95.8% | 76.2%+19.6pp | 77.1%+18.7pp | 70.7%+25.1pp |
| Annual return | 16.23% | 16.78%-0.5pp | 91.61%-75.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $3,495 | $1,863+87.6% | $2,541+37.6% | $2,270+54.0% |
| Participant deferral / active EE | $12,117 | $3,617+235.0% | $4,167+190.8% | $3,740+224.0% |
| Admin fee / account holder | $224 | $482-53.5% | $6,795-96.7% | $513-56.3% |