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 | $4,767 |
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.
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 | $23,507 | $107,378-78.1% | $108,579-78.4% | $57,658-59.2% |
| Participation rate | 96.2% | 77.1%+19.1pp | 79.6%+16.7pp | 70.2%+26.0pp |
| Annual return | 5.29% | 12.80%-7.5pp | -51.70%+57.0pp | 5.13%+0.2pp |
| Employer contribution / active EE | $1,477 | $1,782-17.1% | $3,758-60.7% | $1,974-25.2% |
| Participant deferral / active EE | $2,064 | $3,221-35.9% | $4,311-52.1% | $3,061-32.6% |
| Admin fee / account holder | $37 | $108-66.1% | $7,645-99.5% | $95-61.1% |