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 | $38,162 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,003 |
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 | $75,650 | $47,126+60.5% | $149,673-49.5% | $74,419+1.7% |
| Participation rate | 22.6% | 63.4%-40.8pp | 78.8%-56.1pp | 70.7%-48.1pp |
| Annual return | 17.72% | 22.75%-5.0pp | 134.42%-116.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $725 | $1,905-62.0% | $4,818-85.0% | $2,637-72.5% |
| Participant deferral / active EE | $1,010 | $2,728-63.0% | $5,680-82.2% | $4,528-77.7% |
| Admin fee / account holder | $360 | $343+5.1% | $13,210-97.3% | $348+3.5% |