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 06-1050034 | Contract Administrator | $73,979 |
Participant contribution per participant 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 | $62,390 | $80,005-22.0% | $140,016-55.4% | $55,725+12.0% |
| Participation rate | 99.2% | 87.0%+12.2pp | 87.5%+11.7pp | 70.9%+28.4pp |
| Annual return | -4.35% | 0.46%-4.8pp | 651.12%-655.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,275 | $3,403-33.2% | $5,606-59.4% | $2,078+9.4% |
| Participant deferral / active EE | $2,895 | $5,264-45.0% | $6,927-58.2% | $3,356-13.7% |
| Admin fee / account holder | $161 | $116+39.2% | $10,705-98.5% | $115+39.8% |