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 | $11,326 |
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 | $95,258 | $78,419+21.5% | $133,956-28.9% | $73,409+29.8% |
| Participation rate | 75.3% | 78.6%-3.3pp | 79.8%-4.6pp | 72.2%+3.1pp |
| Annual return | 31.73% | 33.35%-1.6pp | 45.09%-13.4pp | 59.29%-27.6pp |
| Employer contribution / active EE | $1,291 | $2,044-36.8% | $3,919-67.1% | $2,234-42.2% |
| Participant deferral / active EE | $2,567 | $3,925-34.6% | $5,048-49.1% | $3,805-32.5% |
| Admin fee / account holder | $31 | $161-80.9% | $8,927-99.7% | $158-80.5% |