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 | $28,603 |
Service code 49 · EIN 31-1438300 | Other Services | $8,116 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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 | $60,063 | $43,133+39.3% | $89,391-32.8% | $73,488-18.3% |
| Participation rate | 42.4% | 55.0%-12.6pp | 68.0%-25.6pp | 70.7%-28.3pp |
| Annual return | 16.72% | 135.66%-118.9pp | 245.62%-228.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $28 | $1,438-98.1% | $2,586-98.9% | $2,270-98.8% |
| Participant deferral / active EE | $1,452 | $2,445-40.6% | $3,890-62.7% | $3,740-61.2% |
| Admin fee / account holder | $267 | $444-39.8% | $4,881-94.5% | $513-47.9% |