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 | $2,824 |
Employer 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 | $125,225 | $76,552+63.6% | $123,892+1.1% | $62,891+99.1% |
| Participation rate | 98.9% | 73.0%+25.9pp | 81.4%+17.4pp | 69.3%+29.5pp |
| Annual return | 8.22% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,297 | $4,840+92.1% | $5,984+55.4% | $3,203+190.3% |
| Admin fee / account holder | $65 | $4,826-98.7% | $8,357-99.2% | $4,296-98.5% |