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 06-1050034 | Contract Administrator | $14,905 |
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 | $80,604 | $88,730-9.2% | $82,313-2.1% | $77,958+3.4% |
| Participation rate | 93.9% | 84.5%+9.4pp | 76.9%+17.0pp | 71.6%+22.2pp |
| Annual return | 14.05% | 20.88%-6.8pp | 25.88%-11.8pp | 20.87%-6.8pp |
| Employer contribution / active EE | $3,108 | $2,758+12.7% | $2,428+28.0% | $2,310+34.5% |
| Participant deferral / active EE | $3,248 | $4,634-29.9% | $3,706-12.4% | $3,537-8.2% |
| Admin fee / account holder | $11 | $74-85.2% | $5,608-99.8% | $97-88.8% |