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 06-1050034 | Contract Administrator | $71,220 |
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 | $28,011 | $33,232-15.7% | $71,796-61.0% | $63,975-56.2% |
| Participation rate | 98.1% | 60.1%+38.0pp | 69.1%+29.0pp | 71.1%+26.9pp |
| Annual return | 8.98% | 11.99%-3.0pp | 78.04%-69.1pp | 48.65%-39.7pp |
| Employer contribution / active EE | $945 | $723+30.8% | $1,924-50.9% | $2,182-56.7% |
| Participant deferral / active EE | $4,721 | $1,604+194.3% | $2,794+68.9% | $3,356+40.7% |
| Admin fee / account holder | $46 | $63-26.9% | $4,815-99.0% | $70-34.1% |