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 | $5,997 |
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 | $20,540 | $48,064-57.3% | $78,778-73.9% | $69,631-70.5% |
| Participation rate | 76.4% | 61.6%+14.8pp | 69.2%+7.2pp | 70.7%+5.7pp |
| Annual return | 18.79% | 21.81%-3.0pp | 35.62%-16.8pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $141 | $744-81.1% | $1,986-92.9% | $2,032-93.1% |
| Participant deferral / active EE | $2,840 | $2,079+36.6% | $2,958-4.0% | $3,224-11.9% |
| Admin fee / account holder | $54 | $152-64.2% | $5,134-98.9% | $110-50.7% |