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 | $43,616 |
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 | $97,164 | $136,307-28.7% | $177,821-45.4% | $73,488+32.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 18.84% | 18.68%+0.2pp | 48.32%-29.5pp | 28.51%-9.7pp |
| Employer contribution / active EE | $4,394 | $3,712+18.4% | $5,918-25.8% | $2,270+93.6% |
| Participant deferral / active EE | $6,366 | $5,829+9.2% | $7,714-17.5% | $3,740+70.2% |
| Admin fee / account holder | $160 | $596-73.2% | $12,427-98.7% | $513-68.8% |