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 | $131,799-16.4% | $200,582-45.1% | $85,563+28.7% |
| Participation rate | 99.7% | 87.9%+11.8pp | 86.9%+12.8pp | 66.0%+33.7pp |
| Annual return | 14.90% | 21.59%-6.7pp | 42.33%-27.4pp | 31.51%-16.6pp |
| Employer contribution / active EE | $2,606 | $4,532-42.5% | $6,419-59.4% | $2,654-1.8% |
| Participant deferral / active EE | $7,938 | $7,702+3.1% | $9,331-14.9% | $4,375+81.4% |
| Admin fee / account holder | $134 | $235-43.0% | $16,305-99.2% | $834-83.9% |