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 | $4,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,517 | $52,122+8.4% | $104,294-45.8% | $64,808-12.8% |
| Participation rate | 69.4% | 56.0%+13.4pp | 73.3%-3.8pp | 71.5%-2.0pp |
| Annual return | -13.67% | 13.26%-26.9pp | 24.61%-38.3pp | 32.82%-46.5pp |
| Employer contribution / active EE | $419 | $1,627-74.2% | $3,372-87.6% | $2,506-83.3% |
| Participant deferral / active EE | $1,661 | $2,823-41.1% | $4,625-64.1% | $4,310-61.5% |
| Admin fee / account holder | $14 | $155-91.2% | $7,339-99.8% | $188-92.8% |