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 | $32,540 |
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 | $49,864 | $62,132-19.7% | $185,823-73.2% | $73,488-32.1% |
| Participation rate | 76.4% | 67.8%+8.5pp | 78.0%-1.7pp | 70.7%+5.7pp |
| Annual return | 11.17% | 20.44%-9.3pp | 35.95%-24.8pp | 28.51%-17.3pp |
| Employer contribution / active EE | $1,124 | $1,681-33.2% | $4,087-72.5% | $2,270-50.5% |
| Participant deferral / active EE | $1,829 | $3,711-50.7% | $5,632-67.5% | $3,740-51.1% |
| Admin fee / account holder | $153 | $419-63.3% | $9,500-98.4% | $513-70.1% |