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 41-0417830 | Contract Administrator | $6,845 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,506 | $84,487-73.4% | $125,339-82.0% | $66,914-66.4% |
| Participation rate | 23.3% | 76.4%-53.1pp | 82.4%-59.0pp | 69.8%-46.5pp |
| Annual return | -19.08% | -8.39%-10.7pp | 572.05%-591.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,606 | $6,781-32.1% | $7,446-38.1% | $4,237+8.7% |
| Admin fee / account holder | $78 | $685-88.6% | $10,010-99.2% | $593-86.9% |