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 4-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 | $2,796 |
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 | $17,411 | $45,602-61.8% | $117,472-85.2% | $66,914-74.0% |
| Participation rate | 26.3% | 57.6%-31.4pp | 70.6%-44.3pp | 69.8%-43.5pp |
| Annual return | -5.46% | -16.74%+11.3pp | 29.74%-35.2pp | 1.58%-7.0pp |
| Employer contribution / active EE | $803 | $1,579-49.2% | $4,176-80.8% | $2,544-68.5% |
| Participant deferral / active EE | $1,909 | $2,845-32.9% | $4,070-53.1% | $4,237-55.0% |
| Admin fee / account holder | $74 | $661-88.9% | $5,645-98.7% | $593-87.6% |