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 16-1503696 | Contract Administrator | $38,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,983 | $73,638-30.8% | $108,410-53.0% | $79,386-35.8% |
| Participation rate | 36.5% | 77.4%-40.9pp | 80.1%-43.7pp | 70.7%-34.3pp |
| Annual return | 17.48% | 33.27%-15.8pp | 905.27%-887.8pp | 116.85%-99.4pp |
| Employer contribution / active EE | $1,036 | $2,397-56.8% | $3,558-70.9% | $2,427-57.3% |
| Participant deferral / active EE | $1,820 | $6,218-70.7% | $6,563-72.3% | $4,046-55.0% |
| Admin fee / account holder | $447 | $638-30.0% | $7,295-93.9% | $626-28.7% |