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 | $16,972 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $11,833 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $4,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,899 | $26,114-31.5% | $58,482-69.4% | $74,419-75.9% |
| Participation rate | 15.6% | 32.1%-16.5pp | 50.9%-35.2pp | 70.7%-55.1pp |
| Annual return | 49.78% | 32.51%+17.3pp | 4239.32%-4189.5pp | 34.38%+15.4pp |
| Employer contribution / active EE | $103 | $536-80.8% | $1,053-90.2% | $2,637-96.1% |
| Participant deferral / active EE | $694 | $1,075-35.4% | $1,924-63.9% | $4,528-84.7% |
| Admin fee / account holder | $209 | $649-67.8% | $2,516-91.7% | $348-40.0% |