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 | $54,366 |
Service code 27 · EIN 47-1895847 | Advisory (Plan) | $33,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,055 | $86,655-16.8% | $119,609-39.8% | $66,914+7.7% |
| Participation rate | 69.1% | 75.6%-6.5pp | 79.3%-10.2pp | 69.8%-0.7pp |
| Annual return | -15.26% | -8.00%-7.3pp | -14.97%-0.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,182 | $2,536-53.4% | $4,232-72.1% | $2,544-53.5% |
| Participant deferral / active EE | $3,833 | $4,358-12.0% | $5,602-31.6% | $4,237-9.5% |
| Admin fee / account holder | $442 | $755-41.4% | $10,323-95.7% | $593-25.5% |