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 6-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 | $49,209 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $15,824 |
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 | $49,134 | $57,831-15.0% | $82,389-40.4% | $85,563-42.6% |
| Participation rate | 50.9% | 55.0%-4.1pp | 69.5%-18.7pp | 66.0%-15.1pp |
| Annual return | 26.74% | 17.86%+8.9pp | 28.67%-1.9pp | 31.51%-4.8pp |
| Employer contribution / active EE | $1,394 | $1,643-15.2% | $2,517-44.6% | $2,654-47.5% |
| Participant deferral / active EE | $4,234 | $3,118+35.8% | $4,155+1.9% | $4,375-3.2% |
| Admin fee / account holder | $284 | $1,391-79.6% | $7,231-96.1% | $834-65.9% |