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 | $19,926 |
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 | $22,270 | $45,602-51.2% | $117,472-81.0% | $66,914-66.7% |
| Participation rate | 83.1% | 57.6%+25.4pp | 70.6%+12.5pp | 69.8%+13.3pp |
| Annual return | -8.12% | -16.74%+8.6pp | 29.74%-37.9pp | 1.58%-9.7pp |
| Employer contribution / active EE | $1,954 | $1,579+23.8% | $4,176-53.2% | $2,544-23.2% |
| Participant deferral / active EE | $2,687 | $2,845-5.6% | $4,070-34.0% | $4,237-36.6% |
| Admin fee / account holder | $161 | $661-75.7% | $5,645-97.2% | $593-72.9% |