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 | $39,426 |
Service code 27 · EIN 23-0731260 | Advisory (Plan) | $18,335 |
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 | $45,669 | $40,522+12.7% | $84,611-46.0% | $67,579-32.4% |
| Participation rate | 82.7% | 51.1%+31.6pp | 68.2%+14.4pp | 71.3%+11.4pp |
| Annual return | 20.70% | 32.72%-12.0pp | 258.74%-238.0pp | 378.56%-357.9pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,289 | $2,132+7.4% | $3,899-41.3% | $3,539-35.3% |
| Admin fee / account holder | $184 | $145+26.8% | $4,912-96.2% | $142+29.5% |