See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,596 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,000 | $106,028-31.1% | $146,958-50.3% | $77,643-6.0% |
| Participation rate | 66.0% | 78.4%-12.4pp | 82.2%-16.2pp | 70.6%-4.6pp |
| Annual return | 32.55% | 56.73%-24.2pp | 418.34%-385.8pp | 31.24%+1.3pp |
| Employer contribution / active EE | $2,779 | $4,063-31.6% | $4,933-43.7% | $2,726+1.9% |
| Participant deferral / active EE | $5,798 | $7,990-27.4% | $8,070-28.2% | $4,647+24.8% |
| Admin fee / account holder | $333 | $337-1.3% | $12,998-97.4% | $430-22.6% |