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 | $35,540 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $16,799 |
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 | $69,427 | $64,119+8.3% | $112,228-38.1% | $66,914+3.8% |
| Participation rate | 52.8% | 68.5%-15.7pp | 75.1%-22.3pp | 69.8%-17.0pp |
| Annual return | -11.80% | -13.81%+2.0pp | 27.45%-39.2pp | 1.58%-13.4pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,743 | $3,693-25.7% | $4,728-42.0% | $4,237-35.3% |
| Admin fee / account holder | $399 | $625-36.1% | $6,410-93.8% | $593-32.7% |