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 | $1,877 |
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 | $111,496 | $59,328+87.9% | $118,925-6.2% | $73,488+51.7% |
| Participation rate | 46.8% | 62.3%-15.5pp | 75.4%-28.6pp | 70.7%-23.9pp |
| Annual return | 11.77% | 19.13%-7.4pp | 35.88%-24.1pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,217 | $1,803-32.5% | $3,263-62.7% | $2,270-46.4% |
| Participant deferral / active EE | $2,760 | $2,604+6.0% | $4,265-35.3% | $3,740-26.2% |
| Admin fee / account holder | $28 | $600-95.4% | $6,581-99.6% | $513-94.6% |