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 | $12,285 |
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 | $37,905 | $62,928-39.8% | $172,739-78.1% | $67,579-43.9% |
| Participation rate | 94.8% | 64.5%+30.3pp | 82.6%+12.1pp | 71.3%+23.5pp |
| Annual return | 22.55% | 30.36%-7.8pp | 802.84%-780.3pp | 378.56%-356.0pp |
| Employer contribution / active EE | $2,163 | $1,636+32.2% | $5,143-57.9% | $2,148+0.7% |
| Participant deferral / active EE | $3,017 | $2,145+40.7% | $5,198-41.9% | $3,539-14.7% |
| Admin fee / account holder | $26 | $167-84.6% | $13,954-99.8% | $142-82.0% |