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 | $68,579 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,257 |
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 | $36,548 | $50,820-28.1% | $155,567-76.5% | $77,671-52.9% |
| Participation rate | 51.8% | 63.1%-11.3pp | 78.2%-26.4pp | 70.6%-18.8pp |
| Annual return | 12.04% | 34.85%-22.8pp | 64.74%-52.7pp | 31.21%-19.2pp |
| Employer contribution / active EE | $1,288 | $1,993-35.4% | $4,674-72.5% | $2,726-52.8% |
| Participant deferral / active EE | $2,337 | $2,823-17.2% | $5,628-58.5% | $4,648-49.7% |
| Admin fee / account holder | $186 | $436-57.2% | $15,916-98.8% | $430-56.7% |