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 | $66,156 |
THE BENEFIT PRACTICE5 years Service code 13 · EIN 13-4144565 | Contract Administrator | $1,475 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,230 | $59,159-25.2% | $159,960-72.3% | $66,914-33.9% |
| Participation rate | 47.0% | 68.1%-21.1pp | 78.0%-30.9pp | 69.8%-22.8pp |
| Annual return | -21.79% | -12.26%-9.5pp | 408.60%-430.4pp | 1.58%-23.4pp |
| Employer contribution / active EE | $756 | $1,983-61.9% | $4,226-82.1% | $2,544-70.3% |
| Participant deferral / active EE | $4,827 | $4,395+9.8% | $6,182-21.9% | $4,237+13.9% |
| Admin fee / account holder | $327 | $591-44.7% | $8,698-96.2% | $593-44.9% |