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 41-0417830 | Contract Administrator | $6,944 |
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 | $113,223 | $72,404+56.4% | $110,238+2.7% | $64,186+76.4% |
| Participation rate | 95.7% | 73.3%+22.4pp | 79.8%+15.9pp | 69.6%+26.1pp |
| Annual return | -6.12% | -6.29%+0.2pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $6,552 | $2,282+187.2% | $3,826+71.2% | $2,381+175.2% |
| Participant deferral / active EE | $7,804 | $3,469+125.0% | $4,672+67.0% | $3,470+124.9% |
| Admin fee / account holder | $59 | $5,664-99.0% | $8,547-99.3% | $4,888-98.8% |