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 | $30,305 |
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.
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 | $28,978 | $48,698-40.5% | $93,606-69.0% | $199,593-85.5% |
| Participation rate | 26.0% | 63.5%-37.6pp | 68.7%-42.7pp | 72.0%-46.0pp |
| Annual return | 12.67% | 15.34%-2.7pp | 133.20%-120.5pp | 34.25%-21.6pp |
| Employer contribution / active EE | $401 | $1,135-64.6% | $2,420-83.4% | $3,034-86.8% |
| Participant deferral / active EE | $919 | $2,817-67.4% | $4,411-79.2% | $5,087-81.9% |
| Admin fee / account holder | $35 | $195-82.2% | $8,285-99.6% | $269-87.1% |