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 06-1050034 | Contract Administrator | $24,293 |
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 | $75,678 | $88,730-14.7% | $82,313-8.1% | $77,958-2.9% |
| Participation rate | 70.6% | 84.5%-13.9pp | 76.9%-6.3pp | 71.6%-1.1pp |
| Annual return | 16.15% | 20.88%-4.7pp | 25.88%-9.7pp | 20.87%-4.7pp |
| Employer contribution / active EE | $1,134 | $2,758-58.9% | $2,428-53.3% | $2,310-50.9% |
| Participant deferral / active EE | $2,554 | $4,634-44.9% | $3,706-31.1% | $3,537-27.8% |
| Admin fee / account holder | $6 | $74-92.1% | $5,608-99.9% | $97-94.0% |