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 | $38,601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $37,787 | $47,126-19.8% | $149,673-74.8% | $74,419-49.2% |
| Participation rate | 53.6% | 63.4%-9.8pp | 78.8%-25.2pp | 70.7%-17.1pp |
| Annual return | 10.78% | 22.75%-12.0pp | 134.42%-123.6pp | 34.38%-23.6pp |
| Employer contribution / active EE | $633 | $1,905-66.8% | $4,818-86.9% | $2,637-76.0% |
| Participant deferral / active EE | $1,176 | $2,728-56.9% | $5,680-79.3% | $4,528-74.0% |
| Admin fee / account holder | $108 | $343-68.4% | $13,210-99.2% | $348-68.8% |