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 42-0127290 | Contract Administrator | $18,897 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,400 |
Service code 15 · EIN 91-1889112 | Recordkeeping | $1,250 |
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 | $136,777 | $73,102+87.1% | $123,544+10.7% | $56,287+143.0% |
| Participation rate | 88.2% | 74.3%+13.9pp | 82.3%+5.9pp | 69.9%+18.3pp |
| Annual return | -6.20% | 3.01%-9.2pp | 119.20%-125.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $5,322 | $2,977+78.8% | $4,628+15.0% | $2,111+152.1% |
| Participant deferral / active EE | $10,643 | $5,423+96.3% | $6,426+65.6% | $3,350+217.7% |
| Admin fee / account holder | $146 | $554-73.6% | $9,284-98.4% | $521-71.9% |