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 | $28,229 |
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 | $45,486 | $56,972-20.2% | $182,532-75.1% | $65,185-30.2% |
| Participation rate | 73.5% | 66.5%+7.0pp | 78.0%-4.4pp | 70.2%+3.3pp |
| Annual return | 14.70% | 27.67%-13.0pp | 148.54%-133.8pp | 29.38%-14.7pp |
| Employer contribution / active EE | $1,024 | $1,615-36.6% | $4,076-74.9% | $2,177-53.0% |
| Participant deferral / active EE | $1,743 | $3,526-50.6% | $5,524-68.5% | $3,514-50.4% |
| Admin fee / account holder | $137 | $528-74.0% | $8,592-98.4% | $847-83.8% |