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 42-0127290 | Contract Administrator | $17,819 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $12,879 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,201 | $87,733-72.4% | $106,548-77.3% | $85,850-71.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 10.56% | 21.86%-11.3pp | 26.80%-16.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $3,130 | $2,073+51.0% | $2,819+11.0% | $2,565+22.0% |
| Participant deferral / active EE | $6,328 | $3,469+82.4% | $4,398+43.9% | $3,952+60.1% |
| Admin fee / account holder | $265 | $6,767-96.1% | $7,407-96.4% | $6,260-95.8% |