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 | $55,362 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,295 | $95,918-47.6% | $151,611-66.8% | $77,904-35.4% |
| Participation rate | 56.0% | 88.7%-32.7pp | 87.5%-31.5pp | 73.7%-17.7pp |
| Annual return | -14.68% | -5.50%-9.2pp | 3.33%-18.0pp | 12.21%-26.9pp |
| Employer contribution / active EE | $0 | $4,330-100.0% | $6,166-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $2,314 | $7,508-69.2% | $8,363-72.3% | $4,806-51.9% |
| Admin fee / account holder | $70 | $93-25.2% | $11,616-99.4% | $133-47.4% |