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 | $3,490 |
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 | $57,433 | $89,739-36.0% | $149,718-61.6% | $62,292-7.8% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.49% | 21.01%-2.5pp | 1501.63%-1483.1pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,767 | $3,233-45.3% | $5,445-67.5% | $2,042-13.5% |
| Participant deferral / active EE | $3,761 | $4,797-21.6% | $6,569-42.8% | $3,169+18.7% |
| Admin fee / account holder | $22 | $551-96.1% | $11,283-99.8% | $479-95.5% |