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 26-4310632 | Contract Administrator | $7,500 |
Participant contribution per participant 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 | $68,071 | $68,408-0.5% | $57,179+19.1% | $57,658+18.1% |
| Participation rate | 99.4% | 79.1%+20.3pp | 75.3%+24.1pp | 70.2%+29.2pp |
| Annual return | 6.69% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.6pp |
| Employer contribution / active EE | $4,608 | $2,869+60.6% | $2,682+71.8% | $1,974+133.4% |
| Participant deferral / active EE | $278 | $2,903-90.4% | $3,096-91.0% | $3,061-90.9% |
| Admin fee / account holder | $10 | $70-85.8% | $3,139-99.7% | $95-89.6% |