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 27 · EIN 13-2638166 | Advisory (Plan) | $22,178 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,488 |
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 | $87,400 | $58,726+48.8% | $92,233-5.2% | $62,292+40.3% |
| Participation rate | 98.3% | 68.3%+29.9pp | 76.5%+21.8pp | 69.5%+28.7pp |
| Annual return | 17.21% | 43.62%-26.4pp | 176.28%-159.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $5,090 | $2,392+112.8% | $3,679+38.4% | $2,042+149.3% |
| Participant deferral / active EE | $5,707 | $2,766+106.3% | $3,897+46.5% | $3,169+80.1% |
| Admin fee / account holder | $36 | $556-93.4% | $5,194-99.3% | $479-92.4% |