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 12 · EIN 62-1291257 | Claims processing; Trustee (discretio... | $43,529 |
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 | $41,942 | $52,953-20.8% | $172,739-75.7% | $65,185-35.7% |
| Participation rate | 86.2% | 66.2%+20.0pp | 82.6%+3.5pp | 70.2%+16.0pp |
| Annual return | 20.10% | 30.12%-10.0pp | 802.84%-782.7pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,017 | $2,190-53.5% | $5,143-80.2% | $2,177-53.3% |
| Participant deferral / active EE | $2,719 | $2,471+10.0% | $5,198-47.7% | $3,514-22.6% |
| Admin fee / account holder | $274 | $472-42.0% | $13,954-98.0% | $847-67.7% |