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 42-0127290 | Contract Administrator | $38,293 |
Service code 27 · EIN 47-5476782 | Advisory (Plan) | $20,228 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,017 | $66,124-15.3% | $90,404-38.0% | $73,488-23.8% |
| Participation rate | 49.6% | 69.7%-20.0pp | 72.7%-23.0pp | 70.7%-21.0pp |
| Annual return | 11.14% | 17.65%-6.5pp | 1293.02%-1281.9pp | 28.51%-17.4pp |
| Employer contribution / active EE | $365 | $2,346-84.5% | $3,262-88.8% | $2,270-83.9% |
| Participant deferral / active EE | $2,501 | $3,039-17.7% | $3,963-36.9% | $3,740-33.1% |
| Admin fee / account holder | $461 | $396+16.4% | $5,611-91.8% | $513-10.1% |