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 6-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 |
|---|---|---|
WJPR CPAS3 years Service code 13 · EIN 73-1553481 | Contract Administrator | $8,229 |
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 | $56,366 | $62,267-9.5% | $110,238-48.9% | $55,725+1.2% |
| Participation rate | 87.0% | 78.1%+8.8pp | 79.8%+7.1pp | 70.9%+16.1pp |
| Annual return | -2.84% | -1.07%-1.8pp | 314.74%-317.6pp | 244.93%-247.8pp |
| Employer contribution / active EE | $4,314 | $1,941+122.2% | $3,826+12.7% | $2,078+107.6% |
| Participant deferral / active EE | $2,737 | $3,516-22.2% | $4,672-41.4% | $3,356-18.4% |
| Admin fee / account holder | $29 | $121-76.0% | $8,547-99.7% | $115-74.8% |