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 8-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 42-0127290 | Contract Administrator | $33,611 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,719 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $138,361 | $72,492+90.9% | $87,100+58.9% | $72,985+89.6% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.9%+18.1pp | 69.5%+25.5pp |
| Annual return | 13.50% | 24.46%-11.0pp | 28.19%-14.7pp | 81.00%-67.5pp |
| Employer contribution / active EE | $9,209 | $1,894+386.2% | $2,521+265.2% | $2,440+277.4% |
| Participant deferral / active EE | $6,647 | $3,270+103.3% | $4,049+64.2% | $3,607+84.3% |
| Admin fee / account holder | $261 | $5,055-94.8% | $7,497-96.5% | $5,124-94.9% |