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 | $8,174 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,569 | $87,733-31.0% | $106,548-43.2% | $85,850-29.4% |
| Participation rate | 37.0% | 71.9%-35.0pp | 76.1%-39.2pp | 69.3%-32.4pp |
| Annual return | 14.04% | 21.86%-7.8pp | 26.80%-12.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,189 | $3,469-65.7% | $4,398-73.0% | $3,952-69.9% |
| Admin fee / account holder | $210 | $6,767-96.9% | $7,407-97.2% | $6,260-96.7% |