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 7-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 | $7,171 |
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 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 | $29,360 | $73,638-60.1% | $95,952-69.4% | $73,488-60.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 15.44% | 16.78%-1.3pp | 91.61%-76.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,587 | $1,863-14.8% | $2,541-37.5% | $2,270-30.1% |
| Participant deferral / active EE | $4,321 | $3,617+19.5% | $4,167+3.7% | $3,740+15.6% |
| Admin fee / account holder | $46 | $482-90.5% | $6,795-99.3% | $513-91.1% |