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 35-1140070 | Contract Administrator | $33,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,702 | $63,745-9.5% | $98,442-41.4% | $79,386-27.3% |
| Participation rate | 69.0% | 69.9%-0.9pp | 73.3%-4.3pp | 70.7%-1.7pp |
| Annual return | 13.60% | 625.80%-612.2pp | 1492.73%-1479.1pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,374 | $2,557-46.2% | $2,960-53.6% | $2,427-43.4% |
| Participant deferral / active EE | $2,115 | $3,303-36.0% | $4,276-50.5% | $4,046-47.7% |
| Admin fee / account holder | $298 | $516-42.2% | $5,949-95.0% | $626-52.4% |