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 | $774 |
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 | $78,051 | $82,274-5.1% | $152,466-48.8% | $79,386-1.7% |
| Participation rate | 97.4% | 76.4%+21.0pp | 78.2%+19.2pp | 70.7%+26.7pp |
| Annual return | 15.01% | 7959.84%-7944.8pp | 757.33%-742.3pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,383 | $3,613-61.7% | $4,327-68.0% | $2,427-43.0% |
| Participant deferral / active EE | $3,721 | $4,969-25.1% | $5,820-36.1% | $4,046-8.0% |
| Admin fee / account holder | $6 | $632-99.0% | $15,805-100.0% | $626-99.0% |