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 | $3,627 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,620 | $50,637-73.1% | $86,590-84.3% | $62,292-78.1% |
| Participation rate | 71.4% | 67.9%+3.5pp | 73.5%-2.1pp | 69.5%+1.9pp |
| Annual return | 17.29% | 20.80%-3.5pp | 964.84%-947.5pp | 28.90%-11.6pp |
| Employer contribution / active EE | $757 | $2,075-63.5% | $2,839-73.3% | $2,042-62.9% |
| Participant deferral / active EE | $967 | $2,611-63.0% | $3,609-73.2% | $3,169-69.5% |
| Admin fee / account holder | $30 | $413-92.7% | $4,906-99.4% | $479-93.7% |