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 8-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 42-0127290 | Contract Administrator | $21,186 |
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 | $64,422 | $69,362-7.1% | $101,248-36.4% | $73,488-12.3% |
| Participation rate | 87.6% | 68.4%+19.2pp | 75.8%+11.8pp | 70.7%+16.9pp |
| Annual return | 16.73% | 18.46%-1.7pp | 46.47%-29.7pp | 28.51%-11.8pp |
| Employer contribution / active EE | $2,014 | $2,628-23.4% | $3,660-45.0% | $2,270-11.3% |
| Participant deferral / active EE | $6,752 | $3,300+104.6% | $4,370+54.5% | $3,740+80.6% |
| Admin fee / account holder | $87 | $704-87.7% | $5,945-98.5% | $513-83.1% |