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 | $1,068 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,677 | $99,957-73.3% | $149,696-82.2% | $73,488-63.7% |
| Participation rate | 96.7% | 75.7%+21.0pp | 82.5%+14.2pp | 70.7%+26.0pp |
| Annual return | 18.05% | 53.87%-35.8pp | 276.60%-258.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $1,150 | $3,191-63.9% | $4,644-75.2% | $2,270-49.3% |
| Participant deferral / active EE | $3,033 | $6,073-50.1% | $6,842-55.7% | $3,740-18.9% |
| Admin fee / account holder | $5 | $551-99.0% | $9,309-99.9% | $513-99.0% |