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 13-4238973 | Contract Administrator | $7,870 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $710 | $82,202-99.1% | $125,339-99.4% | $64,808-98.9% |
| Participation rate | 64.3% | 77.9%-13.6pp | 82.4%-18.1pp | 71.5%-7.2pp |
| Annual return | -0.37% | 3.48%-3.8pp | 572.05%-572.4pp | 32.82%-33.2pp |
| Employer contribution / active EE | $134 | $3,615-96.3% | $4,814-97.2% | $2,506-94.7% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $6 | $163-96.3% | $10,010-99.9% | $188-96.8% |