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 15 · EIN 32-0169227 | Recordkeeping | $93,763 |
Filed as: WEALTH PLAN INVESTMENT MANAGEMENT Service code 28 · EIN 85-4122522 | Investment Management | $83,420 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 47-0617162 | Contract Administrator | $44,542 |
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 | $35,437 | $44,897-21.1% | $84,966-58.3% | $199,593-82.2% |
| Participation rate | 46.8% | 45.7%+1.0pp | 67.5%-20.7pp | 72.0%-25.2pp |
| Annual return | 174.73% | 20.96%+153.8pp | 66.38%+108.3pp | 34.25%+140.5pp |
| Employer contribution / active EE | $1,004 | $1,365-26.5% | $2,727-63.2% | $3,034-66.9% |
| Participant deferral / active EE | $2,191 | $2,668-17.9% | $4,519-51.5% | $5,087-56.9% |
| Admin fee / account holder | $0 | $584-100.0% | $6,149-100.0% | $269-100.0% |