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 | $4,603 |
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 | $34,234 | $41,467-17.4% | $67,313-49.1% | $55,725-38.6% |
| Participation rate | 71.2% | 62.5%+8.7pp | 69.1%+2.1pp | 70.9%+0.3pp |
| Annual return | -5.62% | 0.82%-6.4pp | -4.08%-1.5pp | 244.93%-250.5pp |
| Employer contribution / active EE | $619 | $1,316-53.0% | $2,566-75.9% | $2,078-70.2% |
| Participant deferral / active EE | $2,856 | $2,399+19.0% | $3,568-20.0% | $3,356-14.9% |
| Admin fee / account holder | $17 | $102-83.2% | $4,507-99.6% | $115-85.1% |