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 | $1,338 |
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 | $19,067 | $80,005-76.2% | $140,016-86.4% | $55,725-65.8% |
| Participation rate | 76.8% | 87.0%-10.2pp | 87.5%-10.7pp | 70.9%+6.0pp |
| Annual return | -4.65% | 0.46%-5.1pp | 651.12%-655.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,472 | $3,403-56.7% | $5,606-73.7% | $2,078-29.2% |
| Participant deferral / active EE | $6,550 | $5,264+24.4% | $6,927-5.4% | $3,356+95.2% |
| Admin fee / account holder | $6 | $116-95.2% | $10,705-99.9% | $115-95.2% |