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 | $128,971 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $39,711 |
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 | $72,188 | $100,801-28.4% | $149,696-51.8% | $73,409-1.7% |
| Participation rate | 94.8% | 77.7%+17.1pp | 82.5%+12.3pp | 72.2%+22.6pp |
| Annual return | 17.27% | 265.34%-248.1pp | 276.60%-259.3pp | 59.29%-42.0pp |
| Employer contribution / active EE | $2,338 | $3,312-29.4% | $4,644-49.7% | $2,234+4.7% |
| Participant deferral / active EE | $7,993 | $6,404+24.8% | $6,842+16.8% | $3,805+110.1% |
| Admin fee / account holder | $154 | $181-15.0% | $9,309-98.3% | $158-2.6% |