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 | $7,195 |
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 | $166,294 | $81,537+103.9% | $149,718+11.1% | $69,631+138.8% |
| Participation rate | 95.8% | 86.1%+9.7pp | 87.1%+8.7pp | 70.7%+25.1pp |
| Annual return | 20.01% | 22.79%-2.8pp | 1501.63%-1481.6pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $3,660 | $3,239+13.0% | $5,445-32.8% | $2,032+80.1% |
| Participant deferral / active EE | $9,293 | $4,994+86.1% | $6,569+41.5% | $3,224+188.3% |
| Admin fee / account holder | $14 | $107-86.8% | $11,283-99.9% | $110-87.2% |