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 | $37,248 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,007 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,465 | $46,292+30.6% | $143,757-57.9% | $64,808-6.7% |
| Participation rate | 25.0% | 64.2%-39.2pp | 80.3%-55.3pp | 71.5%-46.5pp |
| Annual return | -17.20% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $724 | $1,910-62.1% | $4,951-85.4% | $2,506-71.1% |
| Participant deferral / active EE | $1,003 | $2,646-62.1% | $5,637-82.2% | $4,310-76.7% |
| Admin fee / account holder | $333 | $154+116.3% | $14,673-97.7% | $188+77.1% |