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 23-2383285 | Contract Administrator | $6,025 |
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 | $5,181 | $37,196-86.1% | $154,107-96.6% | $55,725-90.7% |
| Participation rate | 81.9% | 64.1%+17.9pp | 83.0%-1.1pp | 70.9%+11.1pp |
| Annual return | 6.74% | 1319.68%-1312.9pp | 735.12%-728.4pp | 244.93%-238.2pp |
| Employer contribution / active EE | $1,030 | $1,614-36.2% | $5,298-80.6% | $2,078-50.4% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $15 | $102-84.8% | $13,411-99.9% | $115-86.6% |