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 46-4091337 | Contract Administrator | $9,282 |
Participant 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 | $17,786 | $56,629-68.6% | $77,999-77.2% | $55,167-67.8% |
| Participation rate | 80.8% | 73.3%+7.5pp | 75.5%+5.3pp | 69.0%+11.8pp |
| Annual return | 5.74% | 2866.98%-2861.2pp | 425.96%-420.2pp | 169.23%-163.5pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $577 | $2,777-79.2% | $3,497-83.5% | $3,054-81.1% |
| Admin fee / account holder | $104 | $467-77.6% | $5,480-98.1% | $504-79.3% |