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 8-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 | $300 |
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 | $19,096 | $37,393-48.9% | $77,024-75.2% | $66,914-71.5% |
| Participation rate | 19.8% | 52.9%-33.0pp | 67.9%-48.1pp | 69.8%-50.0pp |
| Annual return | 7.36% | -3.29%+10.6pp | 42.32%-35.0pp | 1.58%+5.8pp |
| Employer contribution / active EE | $363 | $1,531-76.3% | $2,812-87.1% | $2,544-85.7% |
| Participant deferral / active EE | $813 | $2,617-68.9% | $4,426-81.6% | $4,237-80.8% |
| Admin fee / account holder | $12 | $567-97.9% | $5,425-99.8% | $593-98.0% |