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 9-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 | $11,870 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $8,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,322 | $30,086-55.7% | $61,373-78.3% | $64,808-79.4% |
| Participation rate | 17.8% | 36.4%-18.6pp | 52.6%-34.8pp | 71.5%-53.7pp |
| Annual return | -9.72% | -13.99%+4.3pp | 338.61%-348.3pp | 32.82%-42.5pp |
| Employer contribution / active EE | $99 | $536-81.5% | $1,159-91.5% | $2,506-96.0% |
| Participant deferral / active EE | $602 | $1,126-46.6% | $2,125-71.7% | $4,310-86.0% |
| Admin fee / account holder | $186 | $148+25.5% | $2,130-91.3% | $188-1.0% |