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 | $12,593 |
PRIME BENEFITS, INC.1 year Service code 13 · EIN 52-2204662 | Contract Administrator | $4,672 |
Service code 17 · EIN 23-2329854 | Pension Consulting | $4,353 |
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.
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 | $23,666 | $174,896-86.5% | $125,339-81.1% | - |
| Participation rate | 52.5% | 70.4%-17.9pp | 82.4%-29.8pp | - |
| Annual return | -16.26% | -12.90%-3.4pp | 572.05%-588.3pp | - |
| Employer contribution / active EE | $2,776 | $3,570-22.2% | $4,814-42.3% | - |
| Participant deferral / active EE | $3,000 | $6,354-52.8% | $7,446-59.7% | - |
| Admin fee / account holder | $197 | $56,117-99.6% | $10,010-98.0% | - |