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 | $18,484 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,234 | $122,239-86.7% | $184,203-91.2% | $74,495-78.2% |
| Participation rate | 85.6% | 85.5%+0.2pp | 86.8%-1.2pp | 67.2%+18.4pp |
| Annual return | 24.36% | 19.95%+4.4pp | 28.81%-4.5pp | 1364.94%-1340.6pp |
| Employer contribution / active EE | $836 | $4,537-81.6% | $6,427-87.0% | $2,623-68.1% |
| Participant deferral / active EE | $4,265 | $7,139-40.3% | $9,131-53.3% | $4,346-1.9% |
| Admin fee / account holder | $117 | $1,260-90.7% | $13,901-99.2% | $1,942-94.0% |