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 | $6,044 |
Participant contribution per participant 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 | $5,876 | $58,726-90.0% | $92,233-93.6% | $62,292-90.6% |
| Participation rate | 83.8% | 68.3%+15.5pp | 76.5%+7.3pp | 69.5%+14.3pp |
| Annual return | 17.55% | 43.62%-26.1pp | 176.28%-158.7pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,390 | $2,392-41.9% | $3,679-62.2% | $2,042-31.9% |
| Participant deferral / active EE | $341 | $2,766-87.7% | $3,897-91.2% | $3,169-89.2% |
| Admin fee / account holder | $45 | $556-91.9% | $5,194-99.1% | $479-90.6% |