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 | $5,526 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,513 | $58,726-17.4% | $92,233-47.4% | $62,292-22.1% |
| Participation rate | 73.4% | 68.3%+5.1pp | 76.5%-3.1pp | 69.5%+3.9pp |
| Annual return | 17.18% | 43.62%-26.4pp | 176.28%-159.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $368 | $2,392-84.6% | $3,679-90.0% | $2,042-82.0% |
| Participant deferral / active EE | $2,609 | $2,766-5.7% | $3,897-33.0% | $3,169-17.7% |
| Admin fee / account holder | $101 | $556-81.9% | $5,194-98.1% | $479-79.0% |