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 | $9,103 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $22,741 | $42,548-46.6% | $74,550-69.5% | $56,287-59.6% |
| Participation rate | 75.9% | 60.5%+15.4pp | 69.1%+6.7pp | 69.9%+6.0pp |
| Annual return | -0.25% | 12.40%-12.7pp | 32.53%-32.8pp | -9.96%+9.7pp |
| Employer contribution / active EE | $1,493 | $855+74.6% | $1,961-23.8% | $2,111-29.3% |
| Participant deferral / active EE | $3,076 | $2,277+35.1% | $3,108-1.0% | $3,350-8.2% |
| Admin fee / account holder | $58 | $467-87.5% | $5,060-98.8% | $521-88.8% |