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 6-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 | $20,814 |
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,825 | $104,317-94.4% | $159,436-96.3% | $86,799-93.3% |
| Participation rate | 97.8% | 77.7%+20.1pp | 82.8%+15.0pp | 72.3%+25.5pp |
| Annual return | 120.60% | 26.32%+94.3pp | 263.57%-143.0pp | 97.91%+22.7pp |
| Employer contribution / active EE | $410 | $3,451-88.1% | $4,829-91.5% | $2,405-83.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $47 | $172-72.6% | $10,799-99.6% | $170-72.2% |