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 7-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 | $13,218 |
Service code 49 · EIN 41-1486060 | Other Services | $5,979 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,601 | $73,867-74.8% | $143,757-87.1% | $68,494-72.8% |
| Participation rate | 51.4% | 66.7%-15.3pp | 80.3%-28.9pp | 67.9%-16.5pp |
| Annual return | -16.92% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,312 | $3,184-27.4% | $4,951-53.3% | $2,596-11.0% |
| Participant deferral / active EE | $2,688 | $3,384-20.6% | $5,637-52.3% | $4,027-33.2% |
| Admin fee / account holder | $251 | $5,755-95.6% | $14,673-98.3% | $5,403-95.3% |