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 15 · EIN 01-0233346 | Recordkeeping | $66,770 |
THE BENEFIT PRACTICE3 years Service code 13 · EIN 13-4144565 | Contract Administrator | $2,100 |
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.)
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 | $46,263 | $56,152-17.6% | $185,823-75.1% | $73,409-37.0% |
| Participation rate | 45.7% | 67.6%-21.8pp | 78.0%-32.3pp | 72.2%-26.4pp |
| Annual return | 24.83% | 17.59%+7.2pp | 35.95%-11.1pp | 59.29%-34.5pp |
| Employer contribution / active EE | $475 | $1,532-69.0% | $4,087-88.4% | $2,234-78.7% |
| Participant deferral / active EE | $3,166 | $3,659-13.5% | $5,632-43.8% | $3,805-16.8% |
| Admin fee / account holder | $383 | $132+189.8% | $9,500-96.0% | $158+142.3% |