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 | $1,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $145,932 | $43,504+235.4% | $68,793+112.1% | $56,287+159.3% |
| Participation rate | 31.3% | 67.8%-36.6pp | 72.2%-41.0pp | 69.9%-38.6pp |
| Annual return | -7.85% | -3.15%-4.7pp | -4.63%-3.2pp | -9.96%+2.1pp |
| Employer contribution / active EE | $578 | $1,525-62.1% | $2,625-78.0% | $2,111-72.6% |
| Participant deferral / active EE | $1,558 | $2,509-37.9% | $3,311-52.9% | $3,350-53.5% |
| Admin fee / account holder | $44 | $515-91.5% | $5,131-99.1% | $521-91.6% |