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 | $61,842 |
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 | $49,350 | $47,126+4.7% | $149,673-67.0% | $74,419-33.7% |
| Participation rate | 50.5% | 63.4%-12.9pp | 78.8%-28.2pp | 70.7%-20.2pp |
| Annual return | 16.89% | 22.75%-5.9pp | 134.42%-117.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,044 | $1,905-45.2% | $4,818-78.3% | $2,637-60.4% |
| Participant deferral / active EE | $3,690 | $2,728+35.3% | $5,680-35.0% | $4,528-18.5% |
| Admin fee / account holder | $100 | $343-70.7% | $13,210-99.2% | $348-71.2% |