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 91-1035498 | Contract Administrator | $17,854 |
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 | $20,340 | $40,174-49.4% | $84,015-75.8% | $67,579-69.9% |
| Participation rate | 69.1% | 62.7%+6.5pp | 69.0%+0.1pp | 71.3%-2.1pp |
| Annual return | 21.96% | 25.82%-3.9pp | 71.31%-49.3pp | 378.56%-356.6pp |
| Employer contribution / active EE | $565 | $808-30.1% | $1,983-71.5% | $2,148-73.7% |
| Participant deferral / active EE | $1,842 | $2,301-19.9% | $3,239-43.1% | $3,539-47.9% |
| Admin fee / account holder | $44 | $128-66.1% | $6,101-99.3% | $142-69.4% |