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 | $4,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,963 | $39,286+65.4% | $80,716-19.5% | $79,386-18.2% |
| Participation rate | 62.5% | 41.0%+21.5pp | 54.2%+8.3pp | 70.7%-8.2pp |
| Annual return | 4.83% | 98.95%-94.1pp | 87.28%-82.4pp | 116.85%-112.0pp |
| Employer contribution / active EE | $493 | $594-17.0% | $1,160-57.5% | $2,427-79.7% |
| Participant deferral / active EE | $2,466 | $1,264+95.1% | $2,146+14.9% | $4,046-39.1% |
| Admin fee / account holder | $101 | $647-84.4% | $3,380-97.0% | $626-83.9% |