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 | $2,908 |
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 | $42,818 | $58,726-27.1% | $92,233-53.6% | $62,292-31.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 23.72% | 43.62%-19.9pp | 176.28%-152.6pp | 28.90%-5.2pp |
| Employer contribution / active EE | $4,597 | $2,392+92.2% | $3,679+24.9% | $2,042+125.1% |
| Participant deferral / active EE | $4,879 | $2,766+76.4% | $3,897+25.2% | $3,169+53.9% |
| Admin fee / account holder | $22 | $556-96.1% | $5,194-99.6% | $479-95.5% |