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 | $15,840 |
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 | $26,667 | $70,908-62.4% | $98,907-73.0% | $73,488-63.7% |
| Participation rate | 58.3% | 73.8%-15.5pp | 76.0%-17.7pp | 70.7%-12.4pp |
| Annual return | 17.91% | 34.17%-16.3pp | 196.43%-178.5pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,231 | $2,036-39.6% | $2,689-54.2% | $2,270-45.8% |
| Participant deferral / active EE | $2,021 | $3,500-42.3% | $4,244-52.4% | $3,740-46.0% |
| Admin fee / account holder | $156 | $535-70.9% | $6,642-97.7% | $513-69.7% |