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 | $7,801 |
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 | $84,192 | $51,620+63.1% | $90,281-6.7% | $65,185+29.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 23.07% | 24.94%-1.9pp | 78.10%-55.0pp | 29.38%-6.3pp |
| Employer contribution / active EE | $6,163 | $2,235+175.8% | $2,854+115.9% | $2,177+183.1% |
| Participant deferral / active EE | $6,512 | $2,871+126.9% | $3,885+67.6% | $3,514+85.3% |
| Admin fee / account holder | $23 | $384-94.0% | $5,351-99.6% | $847-97.3% |