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 41-0417830 | Contract Administrator | $7,105 |
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 | $37,588 | $58,726-36.0% | $92,233-59.2% | $62,292-39.7% |
| Participation rate | 78.4% | 68.3%+10.1pp | 76.5%+2.0pp | 69.5%+8.9pp |
| Annual return | 20.93% | 43.62%-22.7pp | 176.28%-155.3pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,992 | $2,392-16.7% | $3,679-45.9% | $2,042-2.5% |
| Participant deferral / active EE | $2,601 | $2,766-6.0% | $3,897-33.3% | $3,169-17.9% |
| Admin fee / account holder | $48 | $556-91.4% | $5,194-99.1% | $479-90.0% |