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 | $10,198 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,534 | $64,909-68.4% | $82,313-75.1% | $62,292-67.0% |
| Participation rate | 98.1% | 74.9%+23.3pp | 76.9%+21.2pp | 69.5%+28.6pp |
| Annual return | 31.20% | 21.18%+10.0pp | 25.88%+5.3pp | 28.90%+2.3pp |
| Employer contribution / active EE | $1,973 | $1,676+17.7% | $2,428-18.7% | $2,042-3.4% |
| Participant deferral / active EE | $2,693 | $3,103-13.2% | $3,706-27.3% | $3,169-15.0% |
| Admin fee / account holder | $36 | $440-91.7% | $5,608-99.4% | $479-92.4% |