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 3-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 | $81,449 |
METRO BENEFITS, INC.1 year Service code 13 · EIN 25-1541083 | Contract Administrator | $50,086 |
D.B. ROOT & COMPANY, LLC1 year Filed as: DB ROOT & COMPANY LLC Service code 27 · EIN 82-1414976 | Advisory (Plan) | $19,911 |
Filed as: SCHNEIDER DOWNS INC. Service code 10 · EIN 25-1408703 | Accounting | $13,785 |
D.B. ROOT & COMPANY, LLC2+ years Filed as: DB ROOT & COMPANY, LLC Service code 27 · EIN 25-1733909 | Advisory (Plan) | $1,088 |
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 | $51,364 | $47,126+9.0% | $149,673-65.7% | $74,419-31.0% |
| Participation rate | 65.8% | 63.4%+2.4pp | 78.8%-13.0pp | 70.7%-4.9pp |
| Annual return | 18.45% | 22.75%-4.3pp | 134.42%-116.0pp | 34.38%-15.9pp |
| Employer contribution / active EE | $1,338 | $1,905-29.8% | $4,818-72.2% | $2,637-49.3% |
| Participant deferral / active EE | $2,486 | $2,728-8.9% | $5,680-56.2% | $4,528-45.1% |
| Admin fee / account holder | $191 | $343-44.4% | $13,210-98.6% | $348-45.2% |