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 | $19,277 |
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 | $47,592 | $52,293-9.0% | $178,490-73.3% | $73,409-35.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 19.11% | 34.75%-15.6pp | 151.07%-132.0pp | 59.29%-40.2pp |
| Employer contribution / active EE | $1,597 | $1,735-8.0% | $5,011-68.1% | $2,234-28.5% |
| Participant deferral / active EE | $2,940 | $2,332+26.1% | $5,202-43.5% | $3,805-22.7% |
| Admin fee / account holder | $38 | $127-70.0% | $13,984-99.7% | $158-75.8% |