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 | $8,166 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,363 | $55,449-11.0% | $83,848-41.1% | $56,287-12.3% |
| Participation rate | 76.3% | 68.0%+8.3pp | 76.1%+0.1pp | 69.9%+6.4pp |
| Annual return | -0.68% | -1.38%+0.7pp | 850.88%-851.6pp | -9.96%+9.3pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,187 | $2,935-25.5% | $4,082-46.4% | $3,350-34.7% |
| Admin fee / account holder | $260 | $656-60.4% | $5,478-95.3% | $521-50.1% |