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... | $46,073 |
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 | $45,972 | $58,879-21.9% | $178,490-74.2% | $73,488-37.4% |
| Participation rate | 91.1% | 66.2%+24.8pp | 81.9%+9.1pp | 70.7%+20.4pp |
| Annual return | 13.02% | 24.86%-11.8pp | 151.07%-138.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,405 | $2,236-37.1% | $5,011-71.9% | $2,270-38.1% |
| Participant deferral / active EE | $2,870 | $2,567+11.8% | $5,202-44.8% | $3,740-23.3% |
| Admin fee / account holder | $274 | $400-31.5% | $13,984-98.0% | $513-46.5% |