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 62-1291257 | Contract Administrator | $44,491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $86,992 | $63,114+37.8% | $92,893-6.4% | $65,185+33.5% |
| Participation rate | 60.4% | 68.8%-8.3pp | 76.0%-15.6pp | 70.2%-9.8pp |
| Annual return | 17.88% | 28.75%-10.9pp | 109.41%-91.5pp | 29.38%-11.5pp |
| Employer contribution / active EE | $431 | $2,571-83.2% | $3,653-88.2% | $2,177-80.2% |
| Participant deferral / active EE | $3,346 | $3,108+7.6% | $4,236-21.0% | $3,514-4.8% |
| Admin fee / account holder | $473 | $624-24.1% | $5,794-91.8% | $847-44.1% |