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 | $51,899 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $20,799 |
EBETHAR WHITEHEAD CPA'S1 year Service code 10 · EIN 61-2616366 | Accounting | $11,462 |
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.)
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 | $99,987 | $59,263+68.7% | $96,562+3.5% | $79,386+25.9% |
| Participation rate | 63.9% | 61.9%+2.0pp | 69.8%-6.0pp | 70.7%-6.8pp |
| Annual return | 15.72% | 27.07%-11.4pp | 37.78%-22.1pp | 116.85%-101.1pp |
| Employer contribution / active EE | $2,223 | $1,216+82.9% | $2,356-5.7% | $2,427-8.4% |
| Participant deferral / active EE | $3,343 | $2,948+13.4% | $3,849-13.1% | $4,046-17.4% |
| Admin fee / account holder | $438 | $658-33.5% | $6,181-92.9% | $626-30.1% |