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 41-0417830 | Contract Administrator | $1,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $79,704 | $52,836+50.9% | $105,738-24.6% | $64,186+24.2% |
| Participation rate | 67.9% | 66.5%+1.4pp | 76.3%-8.4pp | 69.6%-1.6pp |
| Annual return | -5.08% | 14.30%-19.4pp | 6.27%-11.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,043 | $1,827+11.8% | $3,268-37.5% | $2,381-14.2% |
| Participant deferral / active EE | $4,222 | $2,545+65.9% | $4,080+3.5% | $3,470+21.7% |
| Admin fee / account holder | $29 | $3,959-99.3% | $6,913-99.6% | $4,888-99.4% |