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 | $42,467 |
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 | $67,072 | $88,122-23.9% | $141,162-52.5% | $67,579-0.8% |
| Participation rate | 96.9% | 76.5%+20.4pp | 82.5%+14.4pp | 71.3%+25.6pp |
| Annual return | 28.16% | 75.40%-47.2pp | 71.39%-43.2pp | 378.56%-350.4pp |
| Employer contribution / active EE | $3,297 | $3,224+2.2% | $4,735-30.4% | $2,148+53.5% |
| Participant deferral / active EE | $11,343 | $5,958+90.4% | $6,709+69.1% | $3,539+220.5% |
| Admin fee / account holder | $76 | $131-42.2% | $10,261-99.3% | $142-46.8% |