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 7-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 | $13,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,557 | $61,156-69.7% | $185,823-90.0% | $79,386-76.6% |
| Participation rate | 44.3% | 66.6%-22.3pp | 81.7%-37.4pp | 70.7%-26.4pp |
| Annual return | 30.89% | 19.45%+11.4pp | 122.05%-91.2pp | 116.85%-86.0pp |
| Employer contribution / active EE | $472 | $2,321-79.7% | $5,167-90.9% | $2,427-80.6% |
| Participant deferral / active EE | $3,461 | $2,789+24.1% | $5,568-37.8% | $4,046-14.4% |
| Admin fee / account holder | $158 | $710-77.8% | $16,237-99.0% | $626-74.8% |