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 | $7,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,289 | $52,884-65.4% | $84,750-78.4% | $55,167-66.8% |
| Participation rate | 43.9% | 67.5%-23.6pp | 76.6%-32.7pp | 69.0%-25.1pp |
| Annual return | 19.40% | 18.03%+1.4pp | 22.78%-3.4pp | 169.23%-149.8pp |
| Employer contribution / active EE | $1,808 | $2,233-19.1% | $3,574-49.4% | $1,963-7.9% |
| Participant deferral / active EE | $3,263 | $2,644+23.4% | $3,712-12.1% | $3,054+6.8% |
| Admin fee / account holder | $107 | $581-81.6% | $5,332-98.0% | $504-78.8% |