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 35-0472300 | Contract Administrator | $7,893 |
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 | $26,090 | $58,879-55.7% | $178,490-85.4% | $73,488-64.5% |
| Participation rate | 98.0% | 66.2%+31.8pp | 81.9%+16.1pp | 70.7%+27.3pp |
| Annual return | 17.29% | 24.86%-7.6pp | 151.07%-133.8pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,387 | $2,236-38.0% | $5,011-72.3% | $2,270-38.9% |
| Participant deferral / active EE | $2,328 | $2,567-9.3% | $5,202-55.2% | $3,740-37.7% |
| Admin fee / account holder | $57 | $400-85.7% | $13,984-99.6% | $513-88.9% |