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 | $1,982 |
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 | $50,695 | $52,953-4.3% | $172,739-70.7% | $65,185-22.2% |
| Participation rate | 87.6% | 66.2%+21.4pp | 82.6%+5.0pp | 70.2%+17.4pp |
| Annual return | 33.66% | 30.12%+3.5pp | 802.84%-769.2pp | 29.38%+4.3pp |
| Employer contribution / active EE | $3,272 | $2,190+49.4% | $5,143-36.4% | $2,177+50.3% |
| Participant deferral / active EE | $7,263 | $2,471+194.0% | $5,198+39.7% | $3,514+106.7% |
| Admin fee / account holder | $16 | $472-96.7% | $13,954-99.9% | $847-98.1% |