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 | $4,188 |
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 | $59,904 | $60,165-0.4% | $74,183-19.2% | $55,167+8.6% |
| Participation rate | 97.8% | 74.2%+23.7pp | 76.6%+21.2pp | 69.0%+28.8pp |
| Annual return | 7.94% | 10.00%-2.1pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $4,581 | $1,600+186.4% | $2,370+93.3% | $1,963+133.4% |
| Participant deferral / active EE | $4,984 | $2,973+67.7% | $3,550+40.4% | $3,054+63.2% |
| Admin fee / account holder | $29 | $419-93.2% | $5,586-99.5% | $504-94.3% |