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 9-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 41-0417830 | Contract Administrator | $7,787 |
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 | $12,390 | $60,795-79.6% | $69,455-82.2% | $65,185-81.0% |
| Participation rate | 96.0% | 74.9%+21.2pp | 74.6%+21.4pp | 70.2%+25.8pp |
| Annual return | 28.20% | 17.46%+10.7pp | 28.97%-0.8pp | 29.38%-1.2pp |
| Employer contribution / active EE | $1,132 | $2,452-53.8% | $2,779-59.3% | $2,177-48.0% |
| Participant deferral / active EE | $2,569 | $3,162-18.7% | $3,535-27.3% | $3,514-26.9% |
| Admin fee / account holder | $48 | $314-84.7% | $3,839-98.7% | $847-94.3% |