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 9-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 35-1140010 | Contract Administrator | $2,806 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,334 | $52,639-21.5% | $185,117-77.7% | $62,292-33.6% |
| Participation rate | 95.9% | 63.9%+32.1pp | 77.3%+18.7pp | 69.5%+26.4pp |
| Annual return | 16.21% | 19.57%-3.4pp | 40.50%-24.3pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,129 | $1,483+43.6% | $4,182-49.1% | $2,042+4.2% |
| Participant deferral / active EE | $4,702 | $3,097+51.8% | $5,045-6.8% | $3,169+48.4% |
| Admin fee / account holder | $11 | $374-97.1% | $8,159-99.9% | $479-97.7% |