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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $77,189 | $66,457+16.1% | $81,382-5.2% | $77,643-0.6% |
| Participation rate | 68.5% | 68.7%-0.2pp | 69.5%-1.0pp | 70.6%-2.1pp |
| Annual return | 7.14% | 15.93%-8.8pp | 24.73%-17.6pp | 31.24%-24.1pp |
| Employer contribution / active EE | $1,268 | $2,159-41.3% | $2,463-48.5% | $2,726-53.5% |
| Participant deferral / active EE | $4,696 | $3,679+27.6% | $3,883+20.9% | $4,647+1.0% |
| Admin fee / account holder | $33 | $583-94.3% | $5,768-99.4% | $430-92.3% |