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 8-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 | $14,476 |
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 | $35,368 | $88,480-60.0% | $96,683-63.4% | $80,160-55.9% |
| Participation rate | 63.7% | 79.9%-16.2pp | 74.3%-10.6pp | 72.9%-9.2pp |
| Annual return | 18.20% | 22.53%-4.3pp | 35.69%-17.5pp | 40.38%-22.2pp |
| Employer contribution / active EE | $1,793 | $4,176-57.1% | $3,737-52.0% | $2,978-39.8% |
| Participant deferral / active EE | $3,916 | $3,959-1.1% | $4,878-19.7% | $5,017-21.9% |
| Admin fee / account holder | $49 | $212-76.9% | $6,730-99.3% | $145-66.2% |