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 | $2,092 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,981 | $50,385-10.7% | $75,670-40.6% | $62,292-27.8% |
| Participation rate | 82.1% | 67.7%+14.4pp | 72.3%+9.8pp | 69.5%+12.6pp |
| Annual return | 14.37% | 19.90%-5.5pp | 27.34%-13.0pp | 28.90%-14.5pp |
| Employer contribution / active EE | $675 | $1,537-56.1% | $2,352-71.3% | $2,042-67.0% |
| Participant deferral / active EE | $2,390 | $2,445-2.3% | $3,142-24.0% | $3,169-24.6% |
| Admin fee / account holder | $19 | $384-95.1% | $5,800-99.7% | $479-96.1% |