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 35-1140070 | Contract Administrator | $22,659 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,423 |
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 | $53,028 | $58,101-8.7% | $118,925-55.4% | $73,409-27.8% |
| Participation rate | 96.3% | 56.1%+40.2pp | 75.4%+20.9pp | 72.2%+24.1pp |
| Annual return | 21.75% | 20.56%+1.2pp | 35.88%-14.1pp | 59.29%-37.5pp |
| Employer contribution / active EE | $5,772 | $1,445+299.4% | $3,263+76.9% | $2,234+158.4% |
| Participant deferral / active EE | $9,088 | $2,400+278.7% | $4,265+113.1% | $3,805+138.8% |
| Admin fee / account holder | $57 | $138-58.9% | $6,581-99.1% | $158-64.0% |