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 23-3038464 | Contract Administrator | $26,271 |
EFFICIENT ADVISORS5 years Service code 27 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $23,960 |
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 | $38,714 | $61,156-36.7% | $185,823-79.2% | $79,386-51.2% |
| Participation rate | 43.0% | 66.6%-23.6pp | 81.7%-38.7pp | 70.7%-27.7pp |
| Annual return | 9.24% | 19.45%-10.2pp | 122.05%-112.8pp | 116.85%-107.6pp |
| Employer contribution / active EE | $584 | $2,321-74.8% | $5,167-88.7% | $2,427-76.0% |
| Participant deferral / active EE | $1,776 | $2,789-36.3% | $5,568-68.1% | $4,046-56.1% |
| Admin fee / account holder | $412 | $710-42.0% | $16,237-97.5% | $626-34.3% |