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 | $4,362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,973 | $78,419-63.1% | $133,956-78.4% | $73,409-60.5% |
| Participation rate | 51.6% | 78.6%-27.0pp | 79.8%-28.2pp | 72.2%-20.6pp |
| Annual return | 16.79% | 33.35%-16.6pp | 45.09%-28.3pp | 59.29%-42.5pp |
| Employer contribution / active EE | $959 | $2,044-53.1% | $3,919-75.5% | $2,234-57.1% |
| Participant deferral / active EE | $2,075 | $3,925-47.1% | $5,048-58.9% | $3,805-45.5% |
| Admin fee / account holder | $39 | $161-76.0% | $8,927-99.6% | $158-75.5% |