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 | $1,650 |
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 | $85,270 | $58,851+44.9% | $115,157-26.0% | $72,985+16.8% |
| Participation rate | 71.4% | 65.5%+5.9pp | 75.9%-4.5pp | 69.5%+1.9pp |
| Annual return | 22.95% | 23.16%-0.2pp | 35.60%-12.6pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,936 | $1,798+7.7% | $3,179-39.1% | $2,440-20.7% |
| Participant deferral / active EE | $3,844 | $2,643+45.5% | $4,168-7.8% | $3,607+6.6% |
| Admin fee / account holder | $21 | $6,370-99.7% | $7,088-99.7% | $5,124-99.6% |