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 | $21,793 |
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 | $21,625 | $59,186-63.5% | $76,768-71.8% | $56,287-61.6% |
| Participation rate | 72.4% | 75.2%-2.9pp | 77.0%-4.6pp | 69.9%+2.5pp |
| Annual return | -5.86% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,730 | $1,759-1.6% | $2,485-30.4% | $2,111-18.0% |
| Participant deferral / active EE | $2,716 | $3,255-16.5% | $3,852-29.5% | $3,350-18.9% |
| Admin fee / account holder | $228 | $489-53.3% | $6,675-96.6% | $521-56.2% |