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 6-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 56-2263714 | Contract Administrator | $5,988 |
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,817 | $56,485-93.2% | $185,823-97.9% | $86,799-95.6% |
| Participation rate | 87.2% | 65.5%+21.7pp | 81.7%+5.5pp | 72.3%+14.9pp |
| Annual return | 32.86% | 118.04%-85.2pp | 122.05%-89.2pp | 97.91%-65.0pp |
| Employer contribution / active EE | $329 | $1,843-82.2% | $5,167-93.6% | $2,405-86.3% |
| Participant deferral / active EE | $2,303 | $2,553-9.8% | $5,568-58.6% | $4,131-44.2% |
| Admin fee / account holder | $42 | $150-72.0% | $16,237-99.7% | $170-75.3% |