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 | $9,046 |
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 | $46,307 | $48,576-4.7% | $169,463-72.7% | $56,287-17.7% |
| Participation rate | 74.0% | 65.8%+8.2pp | 77.8%-3.8pp | 69.9%+4.2pp |
| Annual return | -3.84% | -2.51%-1.3pp | 1.83%-5.7pp | -9.96%+6.1pp |
| Employer contribution / active EE | $974 | $1,559-37.5% | $4,159-76.6% | $2,111-53.9% |
| Participant deferral / active EE | $1,679 | $3,275-48.7% | $5,277-68.2% | $3,350-49.9% |
| Admin fee / account holder | $55 | $435-87.4% | $9,109-99.4% | $521-89.5% |