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 | $8,292 |
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 | $91,985 | $52,670+74.6% | $90,404+1.7% | $73,409+25.3% |
| Participation rate | 95.8% | 67.7%+28.1pp | 72.7%+23.1pp | 72.2%+23.6pp |
| Annual return | 15.49% | 20.70%-5.2pp | 1293.02%-1277.5pp | 59.29%-43.8pp |
| Employer contribution / active EE | $5,517 | $1,872+194.8% | $3,262+69.1% | $2,234+147.0% |
| Participant deferral / active EE | $6,238 | $2,807+122.2% | $3,963+57.4% | $3,805+63.9% |
| Admin fee / account holder | $21 | $117-82.0% | $5,611-99.6% | $158-86.7% |