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 35-1140070 1301 S HARRISON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $25,099 |
Service code 15 · EIN 22-2752206 1002 LINCOLN DRIVE WEST SUITE E · MARLTON, NJ 08053 | Recordkeeping | $2,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,743 | $84,487-58.9% | $125,339-72.3% | $66,914-48.1% |
| Participation rate | 27.3% | 76.4%-49.1pp | 82.4%-55.1pp | 69.8%-42.5pp |
| Annual return | -16.64% | -8.39%-8.2pp | 572.05%-588.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,032 | $3,553-71.0% | $4,814-78.6% | $2,544-59.4% |
| Participant deferral / active EE | $3,430 | $6,781-49.4% | $7,446-53.9% | $4,237-19.0% |
| Admin fee / account holder | $294 | $685-57.1% | $10,010-97.1% | $593-50.5% |