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 34-1140070 | Contract Administrator | $6,673 |
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 | $70,879 | $60,124+17.9% | $90,404-21.6% | $79,858-11.2% |
| Participation rate | 94.4% | 65.0%+29.5pp | 72.7%+21.8pp | 69.6%+24.8pp |
| Annual return | 13.08% | 71.94%-58.9pp | 1293.02%-1279.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,949 | $2,068+91.0% | $3,262+21.1% | $2,471+59.8% |
| Participant deferral / active EE | $5,129 | $2,938+74.6% | $3,963+29.4% | $3,740+37.1% |
| Admin fee / account holder | $62 | $3,976-98.4% | $5,611-98.9% | $5,306-98.8% |