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 06-1050034 | Contract Administrator | $75,659 |
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 | $31,716 | $50,464-37.2% | $75,781-58.1% | $52,331-39.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 0.67% | 1.03%-0.4pp | 9.68%-9.0pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,793 | $1,988-9.8% | $3,323-46.0% | $1,882-4.7% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $298 | $1,103-72.9% | $5,299-94.4% | $592-49.6% |