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 9-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 |
|---|---|---|
ATFINANCIAL1 year Service code 13 · EIN 92-6009524 | Contract Administrator | $4,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $19,428 | $52,639-63.1% | $185,117-89.5% | $62,292-68.8% |
| Participation rate | 46.1% | 63.9%-17.7pp | 77.3%-31.2pp | 69.5%-23.4pp |
| Annual return | 17.92% | 19.57%-1.7pp | 40.50%-22.6pp | 28.90%-11.0pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,892 | $3,097-38.9% | $5,045-62.5% | $3,169-40.3% |
| Admin fee / account holder | $59 | $374-84.1% | $8,159-99.3% | $479-87.6% |