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 | $40,737 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,644 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,484 | $56,485+42.5% | $185,823-56.7% | $86,799-7.3% |
| Participation rate | 23.4% | 65.5%-42.1pp | 81.7%-58.3pp | 72.3%-48.9pp |
| Annual return | 15.96% | 118.04%-102.1pp | 122.05%-106.1pp | 97.91%-81.9pp |
| Employer contribution / active EE | $662 | $1,843-64.1% | $5,167-87.2% | $2,405-72.5% |
| Participant deferral / active EE | $855 | $2,553-66.5% | $5,568-84.6% | $4,131-79.3% |
| Admin fee / account holder | $392 | $150+161.9% | $16,237-97.6% | $170+131.0% |