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 | $65,199 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $201,888 | $102,553+96.9% | $151,611+33.2% | $66,914+201.7% |
| Participation rate | 78.8% | 85.5%-6.7pp | 87.5%-8.7pp | 69.8%+9.0pp |
| Annual return | -13.61% | -10.82%-2.8pp | 3.33%-16.9pp | 1.58%-15.2pp |
| Employer contribution / active EE | $9,693 | $4,180+131.9% | $6,166+57.2% | $2,544+281.0% |
| Participant deferral / active EE | $3,193 | $6,641-51.9% | $8,363-61.8% | $4,237-24.6% |
| Admin fee / account holder | $526 | $630-16.5% | $11,616-95.5% | $593-11.4% |