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 | $5,169 |
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.
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 | $65,852 | $72,994-9.8% | $120,354-45.3% | $77,643-15.2% |
| Participation rate | 47.6% | 55.2%-7.6pp | 71.9%-24.3pp | 70.6%-23.0pp |
| Annual return | 11.44% | 18.23%-6.8pp | 107.15%-95.7pp | 31.24%-19.8pp |
| Employer contribution / active EE | $309 | $1,793-82.8% | $3,463-91.1% | $2,726-88.7% |
| Participant deferral / active EE | $1,212 | $3,011-59.7% | $4,991-75.7% | $4,647-73.9% |
| Admin fee / account holder | $17 | $658-97.4% | $9,423-99.8% | $430-96.0% |