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 | $11,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,209 | $65,061-70.5% | $143,757-86.6% | $66,914-71.3% |
| Participation rate | 39.2% | 65.2%-26.0pp | 80.3%-41.1pp | 69.8%-30.6pp |
| Annual return | -19.13% | -11.14%-8.0pp | -0.04%-19.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $462 | $2,361-80.4% | $4,951-90.7% | $2,544-81.9% |
| Participant deferral / active EE | $3,706 | $2,919+27.0% | $5,637-34.3% | $4,237-12.5% |
| Admin fee / account holder | $176 | $502-64.9% | $14,673-98.8% | $593-70.3% |