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 | $28,923 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,077 | $51,288-18.0% | $81,983-48.7% | $73,409-42.7% |
| Participation rate | 81.4% | 64.0%+17.4pp | 69.2%+12.1pp | 72.2%+9.2pp |
| Annual return | 11.09% | 29.48%-18.4pp | 41.31%-30.2pp | 59.29%-48.2pp |
| Employer contribution / active EE | $868 | $1,487-41.6% | $2,498-65.2% | $2,234-61.1% |
| Participant deferral / active EE | $3,345 | $2,715+23.2% | $3,722-10.1% | $3,805-12.1% |
| Admin fee / account holder | $17 | $125-86.6% | $5,664-99.7% | $158-89.4% |