See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $100,328 |
THE BENEFIT PRACTICE4 years Service code 13 · EIN 13-4144565 | Contract Administrator | $3,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,537 | $70,879-16.0% | $189,557-68.6% | $79,386-25.0% |
| Participation rate | 48.9% | 68.0%-19.1pp | 78.4%-29.6pp | 70.7%-21.8pp |
| Annual return | 32.67% | 20.70%+12.0pp | 64.17%-31.5pp | 116.85%-84.2pp |
| Employer contribution / active EE | $683 | $1,806-62.2% | $4,412-84.5% | $2,427-71.9% |
| Participant deferral / active EE | $4,454 | $4,081+9.1% | $6,174-27.9% | $4,046+10.1% |
| Admin fee / account holder | $525 | $647-19.0% | $9,807-94.7% | $626-16.3% |