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 | $118,636 |
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 | $38,659 | $89,465-56.8% | $164,866-76.6% | $77,671-50.2% |
| Participation rate | 98.7% | 78.6%+20.1pp | 78.6%+20.1pp | 70.6%+28.2pp |
| Annual return | 14.24% | 28.81%-14.6pp | 69.97%-55.7pp | 31.21%-17.0pp |
| Employer contribution / active EE | $814 | $2,568-68.3% | $4,343-81.2% | $2,726-70.1% |
| Participant deferral / active EE | $5,304 | $4,897+8.3% | $6,033-12.1% | $4,648+14.1% |
| Admin fee / account holder | $59 | $340-82.6% | $12,689-99.5% | $430-86.3% |