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 | $31,138 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $14,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,082 | $69,362-6.2% | $101,248-35.7% | $73,488-11.4% |
| Participation rate | 67.9% | 68.4%-0.5pp | 75.8%-7.9pp | 70.7%-2.8pp |
| Annual return | 8.95% | 18.46%-9.5pp | 46.47%-37.5pp | 28.51%-19.6pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,028 | $3,300-8.2% | $4,370-30.7% | $3,740-19.0% |
| Admin fee / account holder | $321 | $704-54.4% | $5,945-94.6% | $513-37.4% |