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 | $943 |
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 | $9,695 | $58,879-83.5% | $178,490-94.6% | $73,488-86.8% |
| Participation rate | 85.0% | 66.2%+18.8pp | 81.9%+3.1pp | 70.7%+14.4pp |
| Annual return | 20.67% | 24.86%-4.2pp | 151.07%-130.4pp | 28.51%-7.8pp |
| Employer contribution / active EE | $730 | $2,236-67.4% | $5,011-85.4% | $2,270-67.8% |
| Participant deferral / active EE | $1,026 | $2,567-60.1% | $5,202-80.3% | $3,740-72.6% |
| Admin fee / account holder | $10 | $400-97.6% | $13,984-99.9% | $513-98.1% |