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 | $14,855 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,557 | $52,884+69.3% | $84,750+5.7% | $55,167+62.3% |
| Participation rate | 86.4% | 67.5%+18.8pp | 76.6%+9.8pp | 69.0%+17.4pp |
| Annual return | 7.53% | 18.03%-10.5pp | 22.78%-15.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,099 | $2,644+92.9% | $3,712+37.4% | $3,054+67.0% |
| Admin fee / account holder | $134 | $581-77.0% | $5,332-97.5% | $504-73.4% |