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 | $5,596 |
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 | $199,474 | $52,953+276.7% | $172,739+15.5% | $65,185+206.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.41% | 30.12%-10.7pp | 802.84%-783.4pp | 29.38%-10.0pp |
| Employer contribution / active EE | $7,807 | $2,190+256.6% | $5,143+51.8% | $2,177+258.7% |
| Participant deferral / active EE | $4,136 | $2,471+67.4% | $5,198-20.4% | $3,514+17.7% |
| Admin fee / account holder | $25 | $472-94.7% | $13,954-99.8% | $847-97.0% |