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 | $68,942 |
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 | $106,941 | $62,543+71.0% | $83,333+28.3% | $55,725+91.9% |
| Participation rate | 97.6% | 78.4%+19.2pp | 77.8%+19.8pp | 70.9%+26.7pp |
| Annual return | 9.98% | 14.85%-4.9pp | 10.63%-0.7pp | 244.93%-235.0pp |
| Employer contribution / active EE | $1,078 | $2,427-55.6% | $3,379-68.1% | $2,078-48.1% |
| Participant deferral / active EE | $5,263 | $5,682-7.4% | $5,565-5.4% | $3,356+56.9% |
| Admin fee / account holder | $92 | $103-10.7% | $7,510-98.8% | $115-20.1% |