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 41-0417830 | Contract Administrator | $10,749 |
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 | $75,980 | $89,652-15.3% | $141,162-46.2% | $65,185+16.6% |
| Participation rate | 82.4% | 74.7%+7.6pp | 82.5%-0.1pp | 70.2%+12.2pp |
| Annual return | 37.00% | 32.79%+4.2pp | 71.39%-34.4pp | 29.38%+7.6pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $13,235 | $5,691+132.6% | $6,709+97.3% | $3,514+276.7% |
| Admin fee / account holder | $52 | $569-90.8% | $10,261-99.5% | $847-93.8% |