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 | $1,468 |
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 | $63,568 | $84,784-25.0% | $98,439-35.4% | $74,419-14.6% |
| Participation rate | 18.1% | 81.5%-63.4pp | 75.2%-57.1pp | 70.7%-52.6pp |
| Annual return | 32.52% | 20.59%+11.9pp | 21.16%+11.4pp | 34.38%-1.9pp |
| Employer contribution / active EE | $0 | $3,364-100.0% | $3,048-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,057 | $5,218-79.7% | $4,738-77.7% | $4,528-76.7% |
| Admin fee / account holder | $10 | $204-94.9% | $8,948-99.9% | $348-97.0% |