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 9-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 | $6,222 |
Service code 13 · EIN 20-4780677 2929 ARCH STREET - SUITE 600 · PHILADELPHIA, PA 19104 | Contract Administrator | $5,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $6,863 | $23,224-70.4% | $71,086-90.3% | $55,725-87.7% |
| Participation rate | 17.0% | 37.9%-20.8pp | 54.7%-37.6pp | 70.9%-53.8pp |
| Annual return | 11.40% | -2.87%+14.3pp | 650.59%-639.2pp | 244.93%-233.5pp |
| Employer contribution / active EE | $50 | $436-88.6% | $1,088-95.4% | $2,078-97.6% |
| Participant deferral / active EE | $471 | $929-49.3% | $1,874-74.9% | $3,356-86.0% |
| Admin fee / account holder | $144 | $118+21.9% | $3,082-95.3% | $115+24.8% |