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 41-0417830 | Contract Administrator | $49,983 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,389 | $29,369-81.7% | $77,482-93.0% | $73,409-92.7% |
| Participation rate | 83.0% | 37.9%+45.1pp | 54.2%+28.8pp | 72.2%+10.9pp |
| Annual return | 14.29% | 358.15%-343.9pp | 54.79%-40.5pp | 59.29%-45.0pp |
| Employer contribution / active EE | $1,142 | $406+181.5% | $986+15.8% | $2,234-48.9% |
| Participant deferral / active EE | $215 | $941-77.2% | $1,861-88.5% | $3,805-94.4% |
| Admin fee / account holder | $90 | $123-26.4% | $2,858-96.8% | $158-42.8% |