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 9-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 | $183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $24,093 | $61,774-61.0% | $97,226-75.2% | $80,856-70.2% |
| Participation rate | 62.0% | 63.5%-1.5pp | 72.7%-10.7pp | 67.6%-5.6pp |
| Annual return | 11.51% | -557.90%+569.4pp | 75.13%-63.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,162 | $3,029-61.6% | $4,264-72.8% | $4,296-73.0% |
| Admin fee / account holder | $283 | $5,166-94.5% | $5,654-95.0% | $6,918-95.9% |