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 | $6,479 |
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 | $12,202 | $51,620-76.4% | $90,281-86.5% | $65,185-81.3% |
| Participation rate | 74.7% | 68.6%+6.1pp | 73.3%+1.4pp | 70.2%+4.5pp |
| Annual return | 24.15% | 24.94%-0.8pp | 78.10%-53.9pp | 29.38%-5.2pp |
| Employer contribution / active EE | $667 | $2,235-70.1% | $2,854-76.6% | $2,177-69.3% |
| Participant deferral / active EE | $926 | $2,871-67.7% | $3,885-76.2% | $3,514-73.6% |
| Admin fee / account holder | $41 | $384-89.5% | $5,351-99.2% | $847-95.2% |