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 | $14,072 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $12,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $63,290 | $60,488+4.6% | $109,895-42.4% | $79,386-20.3% |
| Participation rate | 57.1% | 67.0%-9.9pp | 74.2%-17.1pp | 70.7%-13.6pp |
| Annual return | 16.25% | 189.57%-173.3pp | 29.45%-13.2pp | 116.85%-100.6pp |
| Employer contribution / active EE | $863 | $1,649-47.7% | $2,842-69.6% | $2,427-64.4% |
| Participant deferral / active EE | $1,348 | $3,220-58.1% | $4,048-66.7% | $4,046-66.7% |
| Admin fee / account holder | $320 | $605-47.0% | $6,066-94.7% | $626-48.9% |