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 | $19,049 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,320 | $86,897-76.6% | $151,611-86.6% | $64,808-68.6% |
| Participation rate | 42.6% | 87.3%-44.7pp | 87.5%-44.9pp | 71.5%-28.9pp |
| Annual return | -12.59% | -3.57%-9.0pp | 3.33%-15.9pp | 32.82%-45.4pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,166-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $962 | $6,690-85.6% | $8,363-88.5% | $4,310-77.7% |
| Admin fee / account holder | $69 | $153-54.7% | $11,616-99.4% | $188-63.1% |