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 | $16,692 |
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 | $22,354 | $65,435-65.8% | $86,677-74.2% | $66,914-66.6% |
| Participation rate | 74.9% | 75.5%-0.6pp | 76.6%-1.7pp | 69.8%+5.1pp |
| Annual return | -16.36% | -10.89%-5.5pp | 35.91%-52.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $757 | $2,153-64.9% | $2,836-73.3% | $2,544-70.3% |
| Participant deferral / active EE | $1,237 | $4,100-69.8% | $4,656-73.4% | $4,237-70.8% |
| Admin fee / account holder | $85 | $642-86.7% | $7,493-98.9% | $593-85.6% |