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 42-0127290 | Contract Administrator | $15,950 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $6,585 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,123 | $76,670-76.4% | $96,683-81.3% | $71,457-74.6% |
| Participation rate | 64.4% | 66.6%-2.2pp | 74.3%-10.0pp | 67.9%-3.6pp |
| Annual return | 19.42% | 48.29%-28.9pp | 35.69%-16.3pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,231 | $3,031-59.4% | $3,737-67.1% | $2,588-52.4% |
| Participant deferral / active EE | $1,844 | $3,771-51.1% | $4,878-62.2% | $4,289-57.0% |
| Admin fee / account holder | $153 | $2,028-92.4% | $6,730-97.7% | $1,587-90.3% |