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 | $21,406 |
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 | $78,052 | $69,159+12.9% | $125,175-37.6% | $67,579+15.5% |
| Participation rate | 85.7% | 78.2%+7.5pp | 79.8%+5.9pp | 71.3%+14.4pp |
| Annual return | 29.50% | 27.12%+2.4pp | 43.79%-14.3pp | 378.56%-349.1pp |
| Employer contribution / active EE | $1,930 | $2,023-4.6% | $3,865-50.1% | $2,148-10.2% |
| Participant deferral / active EE | $2,667 | $3,700-27.9% | $4,937-46.0% | $3,539-24.6% |
| Admin fee / account holder | $63 | $142-55.7% | $9,702-99.4% | $142-55.9% |