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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINSTRATIVE SERVICE Service code 12 · EIN 16-1503696 | Claims processing; Investment advisor... | $66,751 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,324 | $241,101-66.7% | $103,333-22.3% | $199,593-59.8% |
| Participation rate | 90.9% | 78.3%+12.6pp | 74.5%+16.4pp | 72.0%+18.9pp |
| Annual return | 13.57% | 17.80%-4.2pp | 24.88%-11.3pp | 34.25%-20.7pp |
| Employer contribution / active EE | $825 | $4,244-80.6% | $3,868-78.7% | $3,034-72.8% |
| Participant deferral / active EE | $5,240 | $3,958+32.4% | $5,057+3.6% | $5,087+3.0% |
| Admin fee / account holder | $46 | $288-84.0% | $8,355-99.5% | $269-82.9% |