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 8-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 | $17,176 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $15,796 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,881 | $45,031-22.5% | $84,966-58.9% | $77,643-55.1% |
| Participation rate | 18.0% | 48.7%-30.7pp | 67.5%-49.5pp | 70.6%-52.6pp |
| Annual return | 15.06% | 79.22%-64.2pp | 66.38%-51.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $494 | $1,609-69.3% | $2,727-81.9% | $2,726-81.9% |
| Participant deferral / active EE | $981 | $2,807-65.0% | $4,519-78.3% | $4,647-78.9% |
| Admin fee / account holder | $183 | $912-79.9% | $6,149-97.0% | $430-57.4% |