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 | $52,848 |
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 | $120,923 | $51,288+135.8% | $81,983+47.5% | $73,409+64.7% |
| Participation rate | 97.5% | 64.0%+33.5pp | 69.2%+28.2pp | 72.2%+25.3pp |
| Annual return | 16.04% | 29.48%-13.4pp | 41.31%-25.3pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,376 | $1,487-7.5% | $2,498-44.9% | $2,234-38.4% |
| Participant deferral / active EE | $4,797 | $2,715+76.7% | $3,722+28.9% | $3,805+26.1% |
| Admin fee / account holder | $139 | $125+10.7% | $5,664-97.6% | $158-12.1% |