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 6-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 | $9,370 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,613 | $49,451-86.6% | $79,550-91.7% | $66,914-90.1% |
| Participation rate | 75.6% | 61.3%+14.3pp | 69.5%+6.1pp | 69.8%+5.8pp |
| Annual return | -22.14% | 84.25%-106.4pp | 0.16%-22.3pp | 1.58%-23.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,274 | $3,159-28.0% | $3,985-42.9% | $4,237-46.3% |
| Admin fee / account holder | $105 | $595-82.4% | $6,832-98.5% | $593-82.3% |