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 15 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping | $13,450 |
Service code 13 · EIN 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Contract Administrator | $11,850 |
Annual investment return 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 | $18,824 | $46,423-59.5% | $75,886-75.2% | $67,579-72.1% |
| Participation rate | 91.1% | 63.1%+28.0pp | 69.3%+21.8pp | 71.3%+19.8pp |
| Annual return | 2.56% | 32.29%-29.7pp | 30.76%-28.2pp | 378.56%-376.0pp |
| Employer contribution / active EE | $1,354 | $1,406-3.7% | $2,500-45.9% | $2,148-37.0% |
| Participant deferral / active EE | $1,412 | $2,564-44.9% | $3,603-60.8% | $3,539-60.1% |
| Admin fee / account holder | $47 | $132-64.6% | $5,418-99.1% | $142-67.3% |