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 | $6,467 |
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 | $72,627 | $50,637+43.4% | $86,590-16.1% | $62,292+16.6% |
| Participation rate | 96.9% | 67.9%+29.1pp | 73.5%+23.4pp | 69.5%+27.4pp |
| Annual return | 15.77% | 20.80%-5.0pp | 964.84%-949.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $5,986 | $2,075+188.4% | $2,839+110.8% | $2,042+193.1% |
| Participant deferral / active EE | $5,561 | $2,611+113.0% | $3,609+54.1% | $3,169+75.5% |
| Admin fee / account holder | $21 | $413-94.9% | $4,906-99.6% | $479-95.6% |