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 | $13,482 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,008 | $46,292-50.3% | $143,757-84.0% | $64,808-64.5% |
| Participation rate | 64.4% | 64.2%+0.2pp | 80.3%-15.9pp | 71.5%-7.1pp |
| Annual return | -10.62% | -10.05%-0.6pp | -0.04%-10.6pp | 32.82%-43.4pp |
| Employer contribution / active EE | $763 | $1,910-60.0% | $4,951-84.6% | $2,506-69.5% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $25 | $154-84.1% | $14,673-99.8% | $188-86.9% |