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 41-0417830 | Contract Administrator | $8,260 |
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 | $36,182 | $69,305-47.8% | $82,313-56.0% | $69,631-48.0% |
| Participation rate | 89.2% | 80.3%+9.0pp | 76.9%+12.3pp | 70.7%+18.6pp |
| Annual return | 15.15% | 21.47%-6.3pp | 25.88%-10.7pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $1,219 | $1,887-35.4% | $2,428-49.8% | $2,032-40.0% |
| Participant deferral / active EE | $2,606 | $3,568-27.0% | $3,706-29.7% | $3,224-19.2% |
| Admin fee / account holder | $27 | $97-72.2% | $5,608-99.5% | $110-75.6% |