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 | $5,474 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $97,287 | $69,362+40.3% | $101,248-3.9% | $73,488+32.4% |
| Participation rate | 70.5% | 68.4%+2.1pp | 75.8%-5.3pp | 70.7%-0.2pp |
| Annual return | 14.64% | 18.46%-3.8pp | 46.47%-31.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $2,973 | $2,628+13.1% | $3,660-18.8% | $2,270+31.0% |
| Participant deferral / active EE | $4,597 | $3,300+39.3% | $4,370+5.2% | $3,740+22.9% |
| Admin fee / account holder | $286 | $704-59.4% | $5,945-95.2% | $513-44.3% |