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 42-0127290 | Contract Administrator | $63,251 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,845 | $50,815-62.9% | $155,509-87.9% | $77,643-75.7% |
| Participation rate | 97.5% | 63.1%+34.4pp | 78.2%+19.4pp | 70.6%+27.0pp |
| Annual return | 13.55% | 34.80%-21.3pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $729 | $1,993-63.4% | $4,672-84.4% | $2,726-73.2% |
| Participant deferral / active EE | $1,864 | $2,822-33.9% | $5,626-66.9% | $4,647-59.9% |
| Admin fee / account holder | $90 | $437-79.4% | $15,912-99.4% | $430-79.1% |