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 41-0417830 | Contract Administrator | $11,102 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,502 | $73,933-76.3% | $96,683-81.9% | $75,163-76.7% |
| Participation rate | 68.8% | 66.4%+2.3pp | 74.3%-5.6pp | 67.2%+1.6pp |
| Annual return | 16.51% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $4,870 | $2,928+66.4% | $3,737+30.3% | $2,670+82.4% |
| Participant deferral / active EE | $572 | $3,659-84.4% | $4,878-88.3% | $4,125-86.1% |
| Admin fee / account holder | $68 | $5,216-98.7% | $6,730-99.0% | $5,651-98.8% |