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 17 · EIN 13-5674085 | Pension Consulting | $33,651 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,611 |
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.)
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 | $141,037 | $73,638+91.5% | $108,410+30.1% | $79,386+77.7% |
| Participation rate | 65.2% | 77.4%-12.1pp | 80.1%-14.9pp | 70.7%-5.5pp |
| Annual return | 13.03% | 33.27%-20.2pp | 905.27%-892.2pp | 116.85%-103.8pp |
| Employer contribution / active EE | $2,708 | $2,397+13.0% | $3,558-23.9% | $2,427+11.6% |
| Participant deferral / active EE | $3,705 | $6,218-40.4% | $6,563-43.5% | $4,046-8.4% |
| Admin fee / account holder | $599 | $638-6.2% | $7,295-91.8% | $626-4.4% |