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 | $40 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $55,798 | $66,601-16.2% | $92,893-39.9% | $67,579-17.4% |
| Participation rate | 53.4% | 72.5%-19.1pp | 76.0%-22.6pp | 71.3%-17.9pp |
| Annual return | 23.78% | 92.58%-68.8pp | 109.41%-85.6pp | 378.56%-354.8pp |
| Employer contribution / active EE | $943 | $2,775-66.0% | $3,653-74.2% | $2,148-56.1% |
| Participant deferral / active EE | $2,487 | $3,157-21.2% | $4,236-41.3% | $3,539-29.7% |
| Admin fee / account holder | $279 | $199+40.4% | $5,794-95.2% | $142+96.3% |