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 91-2090931 | Contract Administrator | $9,906 |
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 | $56,293 | $64,119-12.2% | $112,228-49.8% | $66,914-15.9% |
| Participation rate | 30.8% | 68.5%-37.7pp | 75.1%-44.3pp | 69.8%-39.0pp |
| Annual return | -17.95% | -13.81%-4.1pp | 27.45%-45.4pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,137 | $3,005-62.2% | $3,635-68.7% | $2,544-55.3% |
| Participant deferral / active EE | $1,856 | $3,693-49.7% | $4,728-60.7% | $4,237-56.2% |
| Admin fee / account holder | $189 | $625-69.8% | $6,410-97.1% | $593-68.2% |