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 26-3465772 | Contract Administrator | $6,574 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,969 | $72,277-86.2% | $101,248-90.2% | $79,858-87.5% |
| Participation rate | 87.4% | 68.5%+18.9pp | 75.8%+11.6pp | 69.6%+17.7pp |
| Annual return | 13.61% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $379 | $2,692-85.9% | $3,660-89.6% | $2,471-84.7% |
| Participant deferral / active EE | $2,136 | $3,282-34.9% | $4,370-51.1% | $3,740-42.9% |
| Admin fee / account holder | $155 | $4,400-96.5% | $5,945-97.4% | $5,306-97.1% |