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 | $25,473 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,238 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,231 | $73,638-34.5% | $95,952-49.7% | $73,488-34.4% |
| Participation rate | 44.6% | 76.2%-31.6pp | 77.1%-32.5pp | 70.7%-26.1pp |
| Annual return | -21.95% | 16.78%-38.7pp | 91.61%-113.6pp | 28.51%-50.5pp |
| Employer contribution / active EE | $578 | $1,863-69.0% | $2,541-77.3% | $2,270-74.5% |
| Participant deferral / active EE | $1,763 | $3,617-51.3% | $4,167-57.7% | $3,740-52.9% |
| Admin fee / account holder | $311 | $482-35.6% | $6,795-95.4% | $513-39.5% |