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 4-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 | $22,008 |
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 | $23,204 | $58,778-60.5% | $129,295-82.1% | $77,671-70.1% |
| Participation rate | 19.1% | 59.2%-40.2pp | 69.6%-50.6pp | 70.6%-51.5pp |
| Annual return | 19.83% | 24.73%-4.9pp | 9429.28%-9409.5pp | 31.21%-11.4pp |
| Employer contribution / active EE | $478 | $1,952-75.5% | $4,157-88.5% | $2,726-82.5% |
| Participant deferral / active EE | $822 | $3,212-74.4% | $4,169-80.3% | $4,648-82.3% |
| Admin fee / account holder | $144 | $589-75.6% | $7,665-98.1% | $430-66.6% |