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 | $47,682 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $88,817 | $69,362+28.0% | $101,248-12.3% | $73,488+20.9% |
| Participation rate | 68.9% | 68.4%+0.5pp | 75.8%-7.0pp | 70.7%-1.8pp |
| Annual return | 10.96% | 18.46%-7.5pp | 46.47%-35.5pp | 28.51%-17.6pp |
| Employer contribution / active EE | $517 | $2,628-80.3% | $3,660-85.9% | $2,270-77.2% |
| Participant deferral / active EE | $4,109 | $3,300+24.5% | $4,370-6.0% | $3,740+9.9% |
| Admin fee / account holder | $450 | $704-36.1% | $5,945-92.4% | $513-12.3% |