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 | $92,303 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,998 |
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 | $38,520 | $104,317-63.1% | $159,436-75.8% | $86,799-55.6% |
| Participation rate | 66.8% | 77.7%-10.9pp | 82.8%-16.0pp | 72.3%-5.5pp |
| Annual return | 24.34% | 26.32%-2.0pp | 263.57%-239.2pp | 97.91%-73.6pp |
| Employer contribution / active EE | $2,024 | $3,451-41.3% | $4,829-58.1% | $2,405-15.9% |
| Participant deferral / active EE | $4,353 | $6,837-36.3% | $7,352-40.8% | $4,131+5.4% |
| Admin fee / account holder | $152 | $172-11.9% | $10,799-98.6% | $170-10.5% |