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 | $1,143 |
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 | $74,095 | $59,263+25.0% | $96,562-23.3% | $79,386-6.7% |
| Participation rate | 36.4% | 61.9%-25.5pp | 69.8%-33.4pp | 70.7%-34.3pp |
| Annual return | 15.55% | 27.07%-11.5pp | 37.78%-22.2pp | 116.85%-101.3pp |
| Employer contribution / active EE | $550 | $1,216-54.8% | $2,356-76.7% | $2,427-77.3% |
| Participant deferral / active EE | $2,027 | $2,948-31.3% | $3,849-47.3% | $4,046-49.9% |
| Admin fee / account holder | $8 | $658-98.7% | $6,181-99.9% | $626-98.7% |