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 9-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 | $19,027 |
Service code 49 · EIN 74-2794194 | Other Services | $5,056 |
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 | $95,412 | $99,957-4.5% | $149,696-36.3% | $73,488+29.8% |
| Participation rate | 88.1% | 75.7%+12.4pp | 82.5%+5.6pp | 70.7%+17.4pp |
| Annual return | 14.44% | 53.87%-39.4pp | 276.60%-262.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $921 | $3,191-71.1% | $4,644-80.2% | $2,270-59.4% |
| Participant deferral / active EE | $8,559 | $6,073+40.9% | $6,842+25.1% | $3,740+128.9% |
| Admin fee / account holder | $129 | $551-76.7% | $9,309-98.6% | $513-74.9% |