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 14 · EIN 37-1122831 | Plan Administrator | $10,055 |
Service code 10 · EIN 36-2664260 | Accounting | $9,500 |
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 | $95,806 | $51,447+86.2% | $104,607-8.4% | $73,409+30.5% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.1%+25.9pp | 72.2%+27.8pp |
| Annual return | 17.61% | 25.06%-7.5pp | 340.46%-322.9pp | 59.29%-41.7pp |
| Employer contribution / active EE | $2,521 | $1,441+74.9% | $2,681-6.0% | $2,234+12.9% |
| Participant deferral / active EE | $4,695 | $3,058+53.5% | $3,740+25.5% | $3,805+23.4% |
| Admin fee / account holder | $40 | $122-67.2% | $6,473-99.4% | $158-74.7% |