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 | $39,469 |
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 | $42,006 | $58,320-28.0% | $86,436-51.4% | $66,914-37.2% |
| Participation rate | 35.9% | 78.6%-42.7pp | 80.3%-44.4pp | 69.8%-33.9pp |
| Annual return | -17.05% | -9.71%-7.3pp | 4394.89%-4411.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,080 | $2,615-58.7% | $3,769-71.4% | $2,544-57.6% |
| Participant deferral / active EE | $1,979 | $6,899-71.3% | $6,952-71.5% | $4,237-53.3% |
| Admin fee / account holder | $403 | $546-26.2% | $6,731-94.0% | $593-32.1% |