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 | $22,180 |
COOK PARKER, PLLC4 years Service code 10 · EIN 26-0516665 | Accounting | $8,185 |
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 | $36,619 | $40,174-8.8% | $84,015-56.4% | $67,579-45.8% |
| Participation rate | 98.1% | 62.7%+35.5pp | 69.0%+29.1pp | 71.3%+26.9pp |
| Annual return | 21.22% | 25.82%-4.6pp | 71.31%-50.1pp | 378.56%-357.3pp |
| Employer contribution / active EE | $457 | $808-43.4% | $1,983-76.9% | $2,148-78.7% |
| Participant deferral / active EE | $3,771 | $2,301+63.9% | $3,239+16.4% | $3,539+6.5% |
| Admin fee / account holder | $41 | $128-67.7% | $6,101-99.3% | $142-70.9% |