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 | $88,324 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $78,641 | $98,727-20.3% | $113,168-30.5% | $85,563-8.1% |
| Participation rate | 64.7% | 80.8%-16.1pp | 76.6%-11.8pp | 66.0%-1.2pp |
| Annual return | 16.40% | 17.43%-1.0pp | 24.27%-7.9pp | 31.51%-15.1pp |
| Employer contribution / active EE | $1,874 | $2,907-35.5% | $2,975-37.0% | $2,654-29.4% |
| Participant deferral / active EE | $2,375 | $5,424-56.2% | $5,107-53.5% | $4,375-45.7% |
| Admin fee / account holder | $291 | $357-18.3% | $12,068-97.6% | $834-65.1% |