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 | $236,673 |
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 | $36,644 | $38,833-5.6% | $78,778-53.5% | $77,958-53.0% |
| Participation rate | 100.0% | 60.9%+39.1pp | 69.2%+30.8pp | 71.6%+28.4pp |
| Annual return | 41.84% | 20.31%+21.5pp | 35.62%+6.2pp | 20.87%+21.0pp |
| Employer contribution / active EE | $866 | $840+3.2% | $1,986-56.4% | $2,310-62.5% |
| Participant deferral / active EE | $4,547 | $1,776+156.1% | $2,958+53.7% | $3,537+28.6% |
| Admin fee / account holder | $133 | $89+49.4% | $5,134-97.4% | $97+36.6% |