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 | $47,311 |
Service code 27 · EIN 23-2748550 | Advisory (Plan) | $13,680 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,844 | $41,647-76.4% | $96,139-89.8% | $86,799-88.7% |
| Participation rate | 95.0% | 50.2%+44.7pp | 68.4%+26.5pp | 72.3%+22.7pp |
| Annual return | 27.20% | 27.24%0pp | 191.94%-164.7pp | 97.91%-70.7pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,296 | $2,412-4.8% | $4,349-47.2% | $4,131-44.4% |
| Admin fee / account holder | $127 | $169-24.9% | $5,537-97.7% | $170-25.0% |