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 | $50,295 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,812 | $76,670+48.4% | $96,683+17.7% | $71,457+59.3% |
| Participation rate | 65.7% | 66.6%-0.9pp | 74.3%-8.7pp | 67.9%-2.2pp |
| Annual return | 14.63% | 48.29%-33.7pp | 35.69%-21.1pp | 28.85%-14.2pp |
| Employer contribution / active EE | $639 | $3,031-78.9% | $3,737-82.9% | $2,588-75.3% |
| Participant deferral / active EE | $5,045 | $3,771+33.8% | $4,878+3.4% | $4,289+17.6% |
| Admin fee / account holder | $565 | $2,028-72.1% | $6,730-91.6% | $1,587-64.4% |