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 | $63,386 |
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 | $55,376 | $50,815+9.0% | $155,509-64.4% | $77,643-28.7% |
| Participation rate | 51.8% | 63.1%-11.3pp | 78.2%-26.4pp | 70.6%-18.8pp |
| Annual return | 15.47% | 34.80%-19.3pp | 64.67%-49.2pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,209 | $1,993-39.3% | $4,672-74.1% | $2,726-55.6% |
| Participant deferral / active EE | $3,632 | $2,822+28.7% | $5,626-35.5% | $4,647-21.9% |
| Admin fee / account holder | $105 | $437-76.0% | $15,912-99.3% | $430-75.6% |