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 | $51,061 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,359 | $64,707+47.4% | $112,228-15.0% | $68,494+39.2% |
| Participation rate | 71.1% | 67.2%+4.0pp | 75.1%-3.9pp | 67.9%+3.2pp |
| Annual return | -16.68% | -11.40%-5.3pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $661 | $2,746-75.9% | $3,635-81.8% | $2,596-74.5% |
| Participant deferral / active EE | $5,121 | $3,565+43.6% | $4,728+8.3% | $4,027+27.2% |
| Admin fee / account holder | $574 | $5,232-89.0% | $6,410-91.0% | $5,403-89.4% |