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 10 · EIN 91-1503183 | Accounting | $11,800 |
Service code 13 · EIN 91-1507276 | Contract Administrator | $6,562 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $425,031 | $89,355+375.7% | $141,162+201.1% | $72,985+482.4% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | 22.37% | 111.85%-89.5pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $16,652 | $3,114+434.7% | $4,735+251.7% | $2,440+582.5% |
| Participant deferral / active EE | $9,777 | $5,418+80.5% | $6,709+45.7% | $3,607+171.0% |
| Admin fee / account holder | $170 | $5,958-97.1% | $10,261-98.3% | $5,124-96.7% |