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 | $839 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,279 | $52,884-37.1% | $84,750-60.7% | $55,167-39.7% |
| Participation rate | 78.2% | 67.5%+10.7pp | 76.6%+1.6pp | 69.0%+9.2pp |
| Annual return | 5.96% | 18.03%-12.1pp | 22.78%-16.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,738 | $2,233-22.2% | $3,574-51.4% | $1,963-11.5% |
| Participant deferral / active EE | $1,960 | $2,644-25.9% | $3,712-47.2% | $3,054-35.8% |
| Admin fee / account holder | $64 | $581-89.0% | $5,332-98.8% | $504-87.4% |