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 3-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 | $62,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,812 | $65,908-35.0% | $81,812-47.7% | $77,643-44.9% |
| Participation rate | 59.3% | 65.8%-6.5pp | 72.3%-13.1pp | 70.6%-11.3pp |
| Annual return | 20.66% | 26.64%-6.0pp | 773.79%-753.1pp | 31.24%-10.6pp |
| Employer contribution / active EE | $4,363 | $2,370+84.1% | $2,912+49.8% | $2,726+60.1% |
| Participant deferral / active EE | $3,353 | $3,505-4.3% | $4,319-22.4% | $4,647-27.8% |
| Admin fee / account holder | $105 | $526-80.1% | $7,386-98.6% | $430-75.7% |