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 42-0127290 | Contract Administrator | $19,972 |
Service code 49 · EIN 54-1186957 | Other Services | $7,720 |
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 | $204,483 | $55,449+268.8% | $83,848+143.9% | $56,287+263.3% |
| Participation rate | 99.1% | 68.0%+31.1pp | 76.1%+23.0pp | 69.9%+29.3pp |
| Annual return | -4.45% | -1.38%-3.1pp | 850.88%-855.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $4,220 | $2,430+73.6% | $3,631+16.2% | $2,111+99.9% |
| Participant deferral / active EE | $11,163 | $2,935+280.3% | $4,082+173.5% | $3,350+233.3% |
| Admin fee / account holder | $159 | $656-75.8% | $5,478-97.1% | $521-69.6% |