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 | $51,736+131.5% | $120,225-0.4% | $67,986+76.2% |
| Participation rate | 57.7% | 46.1%+11.6pp | 69.6%-11.9pp | 57.2%+0.5pp |
| Annual return | 11.05% | 31.98%-20.9pp | 439.23%-428.2pp | 31.67%-20.6pp |
| Employer contribution / active EE | $1,575 | $1,071+47.0% | $3,475-54.7% | $2,019-22.0% |
| Participant deferral / active EE | $4,208 | $2,206+90.8% | $3,999+5.2% | $3,358+25.3% |
| Admin fee / account holder | $89 | $4,159-97.9% | $5,696-98.4% | $3,203-97.2% |