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 7-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 | $28,301 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $10,226 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,533 | $52,406-72.3% | $129,207-88.8% | $74,495-80.5% |
| Participation rate | 66.5% | 53.8%+12.7pp | 69.6%-3.1pp | 67.2%-0.7pp |
| Annual return | 32.99% | 15.66%+17.3pp | 9417.33%-9384.3pp | 1364.94%-1331.9pp |
| Employer contribution / active EE | $1,629 | $1,531+6.4% | $4,153-60.8% | $2,623-37.9% |
| Participant deferral / active EE | $3,780 | $2,794+35.3% | $4,168-9.3% | $4,346-13.0% |
| Admin fee / account holder | $147 | $2,633-94.4% | $7,715-98.1% | $1,942-92.4% |