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 7-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 | $350 |
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.
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 | $7,383 | $69,362-89.4% | $101,248-92.7% | $73,488-90.0% |
| Participation rate | 35.7% | 68.4%-32.7pp | 75.8%-40.2pp | 70.7%-35.0pp |
| Annual return | 23.69% | 18.46%+5.2pp | 46.47%-22.8pp | 28.51%-4.8pp |
| Employer contribution / active EE | $617 | $2,628-76.5% | $3,660-83.1% | $2,270-72.8% |
| Participant deferral / active EE | $894 | $3,300-72.9% | $4,370-79.5% | $3,740-76.1% |
| Admin fee / account holder | $13 | $704-98.2% | $5,945-99.8% | $513-97.5% |