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 | $8,485 |
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 | $64,575 | $31,679+103.8% | $74,701-13.6% | $65,185-0.9% |
| Participation rate | 69.3% | 40.4%+28.9pp | 54.5%+14.8pp | 70.2%-0.9pp |
| Annual return | 18.93% | 39.04%-20.1pp | 752.92%-734.0pp | 29.38%-10.5pp |
| Employer contribution / active EE | $750 | $566+32.5% | $1,084-30.8% | $2,177-65.5% |
| Participant deferral / active EE | $2,500 | $1,191+109.9% | $1,964+27.3% | $3,514-28.9% |
| Admin fee / account holder | $24 | $379-93.7% | $3,333-99.3% | $847-97.2% |