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 | $49,145 |
Service code 11 · EIN 04-2530412 | Actuarial | $46,813 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $124,814-100.0% | $124,814-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 44.0%-44.0pp |
| Annual return | -0.22% | 8.43%-8.6pp | 10.54%-10.8pp | 13.05%-13.3pp |
| Employer contribution / active EE | $0 | $31,386-100.0% | $26,782-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $30,864-100.0% |