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 | $12,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,693 | $65,435-82.1% | $86,677-86.5% | $66,914-82.5% |
| Participation rate | 52.1% | 75.5%-23.3pp | 76.6%-24.4pp | 69.8%-17.7pp |
| Annual return | 1.66% | -10.89%+12.5pp | 35.91%-34.3pp | 1.58%+0.1pp |
| Employer contribution / active EE | $1,982 | $2,153-7.9% | $2,836-30.1% | $2,544-22.1% |
| Participant deferral / active EE | $3,143 | $4,100-23.4% | $4,656-32.5% | $4,237-25.8% |
| Admin fee / account holder | $117 | $642-81.7% | $7,493-98.4% | $593-80.2% |