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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Service code 13 · EIN 85-0833363 | Contract Administrator | $1,175 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,246 | $37,393+7.6% | $77,024-47.7% | $66,914-39.9% |
| Participation rate | 29.9% | 52.9%-23.0pp | 67.9%-38.0pp | 69.8%-39.9pp |
| Annual return | -18.65% | -3.29%-15.4pp | 42.32%-61.0pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,227 | $1,531-19.8% | $2,812-56.4% | $2,544-51.8% |
| Participant deferral / active EE | $2,007 | $2,617-23.3% | $4,426-54.7% | $4,237-52.6% |
| Admin fee / account holder | $349 | $567-38.5% | $5,425-93.6% | $593-41.2% |