Filed December 14, 2022
Total covered: 54 employees
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 | $154,551 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,122 | $130,224-15.4% | $197,124-44.1% | $79,634+38.3% |
| Participation rate | 99.7% | 87.8%+11.9pp | 86.7%+13.0pp | 62.5%+37.2pp |
| Annual return | 14.90% | 23.65%-8.8pp | 44.34%-29.4pp | 36.46%-21.6pp |
| Employer contribution / active EE | $2,606 | $4,314-39.6% | $6,227-58.2% | $2,529+3.0% |
| Participant deferral / active EE | $7,938 | $7,378+7.6% | $9,135-13.1% | $3,835+107.0% |
| Admin fee / account holder | $134 | $254-47.4% | $16,298-99.2% | $1,002-86.6% |