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 | $16,616 |
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 | $14,553 | $59,535-75.6% | $90,160-83.9% | $62,292-76.6% |
| Participation rate | 96.7% | 73.0%+23.7pp | 76.9%+19.9pp | 69.5%+27.2pp |
| Annual return | 37.18% | 23.53%+13.6pp | 34.88%+2.3pp | 28.90%+8.3pp |
| Employer contribution / active EE | $537 | $1,826-70.6% | $3,318-83.8% | $2,042-73.7% |
| Participant deferral / active EE | $6,878 | $4,639+48.3% | $5,288+30.1% | $3,169+117.0% |
| Admin fee / account holder | $143 | $337-57.4% | $5,943-97.6% | $479-70.1% |