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 | $41,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,074 | $50,815-9.3% | $155,509-70.4% | $77,643-40.7% |
| Participation rate | 49.0% | 63.1%-14.1pp | 78.2%-29.2pp | 70.6%-21.6pp |
| Annual return | 14.14% | 34.80%-20.7pp | 64.67%-50.5pp | 31.24%-17.1pp |
| Employer contribution / active EE | $699 | $1,993-64.9% | $4,672-85.0% | $2,726-74.4% |
| Participant deferral / active EE | $1,229 | $2,822-56.5% | $5,626-78.2% | $4,647-73.6% |
| Admin fee / account holder | $126 | $437-71.2% | $15,912-99.2% | $430-70.7% |