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 | $9,477 |
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 | $79,789 | $98,982-19.4% | $162,163-50.8% | $65,185+22.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 23.72% | 24.84%-1.1pp | 115.59%-91.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $4,404 | $3,467+27.1% | $5,614-21.5% | $2,177+102.4% |
| Participant deferral / active EE | $6,315 | $5,384+17.3% | $7,298-13.5% | $3,514+79.7% |
| Admin fee / account holder | $37 | $596-93.7% | $10,843-99.7% | $847-95.6% |