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 | $13,681 |
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 | $7,811 | $63,114-87.6% | $92,893-91.6% | $65,185-88.0% |
| Participation rate | 91.3% | 68.8%+22.5pp | 76.0%+15.3pp | 70.2%+21.1pp |
| Annual return | 21.22% | 28.75%-7.5pp | 109.41%-88.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,811 | $2,571-29.5% | $3,653-50.4% | $2,177-16.8% |
| Participant deferral / active EE | $375 | $3,108-87.9% | $4,236-91.1% | $3,514-89.3% |
| Admin fee / account holder | $111 | $624-82.2% | $5,794-98.1% | $847-86.9% |