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 5-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 06-1050034 | Contract Administrator | $145 |
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 | $89,216 | $54,590+63.4% | $81,930+8.9% | $73,488+21.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 0.00% | 17.74%-17.7pp | 29.49%-29.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $422 | $1,636-74.2% | $4,310-90.2% | $2,270-81.4% |
| Participant deferral / active EE | $1,391 | $2,759-49.6% | $7,107-80.4% | $3,740-62.8% |
| Admin fee / account holder | $1 | $592-99.8% | $5,158-100.0% | $513-99.7% |