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 | $340,813 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $30,892 | $110,299-72.0% | $102,423-69.8% | $199,593-84.5% |
| Participation rate | 0.0% | 86.3%-86.3pp | 76.5%-76.5pp | 72.0%-72.0pp |
| Annual return | -94.50% | 35.73%-130.2pp | 29.32%-123.8pp | 34.25%-128.8pp |
| Employer contribution / active EE | $3,776 | $3,603+4.8% | $3,023+24.9% | $3,034+24.4% |
| Participant deferral / active EE | $7,176 | $6,376+12.6% | $5,053+42.0% | $5,087+41.1% |
| Admin fee / account holder | $5,325 | $122+4255.0% | $9,451-43.7% | $269+1881.0% |