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 12 · EIN 13-3689044 | Claims processing; Float revenue; Dis... | $13,876 |
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 | $42,391 | $51,620-17.9% | $90,281-53.0% | $65,185-35.0% |
| Participation rate | 88.7% | 68.6%+20.1pp | 73.3%+15.5pp | 70.2%+18.5pp |
| Annual return | 22.22% | 24.94%-2.7pp | 78.10%-55.9pp | 29.38%-7.2pp |
| Employer contribution / active EE | $748 | $2,235-66.5% | $2,854-73.8% | $2,177-65.6% |
| Participant deferral / active EE | $2,570 | $2,871-10.5% | $3,885-33.9% | $3,514-26.9% |
| Admin fee / account holder | $96 | $384-74.9% | $5,351-98.2% | $847-88.6% |