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 | $12,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $119,784 | $53,053+125.8% | $126,539-5.3% | $74,304+61.2% |
| Participation rate | 57.7% | 48.0%+9.6pp | 69.8%-12.2pp | 60.3%-2.7pp |
| Annual return | 11.05% | 29.46%-18.4pp | 425.95%-414.9pp | 29.43%-18.4pp |
| Employer contribution / active EE | $1,575 | $1,168+34.9% | $3,674-57.1% | $2,241-29.7% |
| Participant deferral / active EE | $4,208 | $2,303+82.7% | $4,083+3.1% | $3,767+11.7% |
| Admin fee / account holder | $89 | $3,698-97.6% | $6,065-98.5% | $2,969-97.0% |