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 10-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 | $1,729 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,290 | $38,969-78.7% | $109,313-92.4% | $55,167-85.0% |
| Participation rate | 50.9% | 58.2%-7.4pp | 71.3%-20.4pp | 69.0%-18.1pp |
| Annual return | 5.77% | 8.26%-2.5pp | 22.07%-16.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $256 | $1,227-79.1% | $3,892-93.4% | $1,963-86.9% |
| Participant deferral / active EE | $613 | $2,176-71.8% | $3,166-80.7% | $3,054-79.9% |
| Admin fee / account holder | $31 | $501-93.9% | $5,666-99.5% | $504-93.9% |