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 | $3,350 |
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 | $25,030 | $69,305-63.9% | $82,313-69.6% | $69,631-64.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 18.79% | 21.47%-2.7pp | 25.88%-7.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $1,368 | $1,887-27.5% | $2,428-43.7% | $2,032-32.7% |
| Participant deferral / active EE | $3,307 | $3,568-7.3% | $3,706-10.8% | $3,224+2.6% |
| Admin fee / account holder | $16 | $97-83.8% | $5,608-99.7% | $110-85.8% |