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 | $66,134 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $30,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $82,611 | $91,407-9.6% | $135,903-39.2% | $71,457+15.6% |
| Participation rate | 60.1% | 75.7%-15.5pp | 81.9%-21.8pp | 67.9%-7.8pp |
| Annual return | 12.22% | 29.90%-17.7pp | 68.23%-56.0pp | 28.85%-16.6pp |
| Employer contribution / active EE | $2,355 | $3,703-36.4% | $4,856-51.5% | $2,588-9.0% |
| Participant deferral / active EE | $6,553 | $7,092-7.6% | $7,758-15.5% | $4,289+52.8% |
| Admin fee / account holder | $266 | $1,266-79.0% | $10,762-97.5% | $1,587-83.3% |