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 4-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 04-1590850 | Contract Administrator | $35,000 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 10.66% | 11.00%-0.3pp | 9.39%+1.3pp | 10.41%+0.2pp |
| Employer contribution / active EE | $51,147 | $16,132+217.0% | $33,466+52.8% | $14,691+248.2% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |