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 | $1,100 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,226 | $81,908-43.6% | $90,749-49.1% | $64,808-28.7% |
| Participation rate | 16.4% | 80.5%-64.0pp | 75.7%-59.3pp | 71.5%-55.0pp |
| Annual return | -14.81% | -12.53%-2.3pp | -12.16%-2.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $2,921-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $890 | $4,840-81.6% | $4,564-80.5% | $4,310-79.3% |
| Admin fee / account holder | $8 | $157-94.9% | $8,445-99.9% | $188-95.7% |