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 | $10,389 |
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 | $4,929 | $145,904-96.6% | $83,848-94.1% | - |
| Participation rate | 90.9% | 64.1%+26.8pp | 76.1%+14.8pp | - |
| Annual return | -7.06% | -3.19%-3.9pp | 850.88%-857.9pp | - |
| Employer contribution / active EE | $2,008 | $1,734+15.8% | $3,631-44.7% | - |
| Participant deferral / active EE | $490 | $2,760-82.2% | $4,082-88.0% | - |
| Admin fee / account holder | $75 | $8,727-99.1% | $5,478-98.6% | - |