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 | $3,081 |
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 | $75,854 | $78,422-3.3% | $95,952-20.9% | $79,858-5.0% |
| Participation rate | 93.9% | 73.5%+20.4pp | 77.1%+16.8pp | 69.6%+24.2pp |
| Annual return | 14.14% | 19.37%-5.2pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $650 | $1,945-66.6% | $2,541-74.4% | $2,471-73.7% |
| Participant deferral / active EE | $4,761 | $3,440+38.4% | $4,167+14.3% | $3,740+27.3% |
| Admin fee / account holder | $27 | $5,622-99.5% | $6,795-99.6% | $5,306-99.5% |