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 | $57,953 |
Service code 27 · EIN 47-1895847 | Advisory (Plan) | $32,377 |
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 | $85,829 | $82,978+3.4% | $129,995-34.0% | $71,457+20.1% |
| Participation rate | 65.7% | 74.1%-8.3pp | 78.5%-12.7pp | 67.9%-2.2pp |
| Annual return | 18.03% | 20.60%-2.6pp | -137.18%+155.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $1,206 | $2,622-54.0% | $4,320-72.1% | $2,588-53.4% |
| Participant deferral / active EE | $3,904 | $4,432-11.9% | $5,820-32.9% | $4,289-9.0% |
| Admin fee / account holder | $453 | $1,729-73.8% | $10,614-95.7% | $1,587-71.5% |