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 | $47,912 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $42,498 | $72,607-41.5% | $90,749-53.2% | $66,914-36.5% |
| Participation rate | 59.0% | 73.7%-14.7pp | 75.7%-16.7pp | 69.8%-10.8pp |
| Annual return | -15.95% | -12.28%-3.7pp | -12.16%-3.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $221 | $2,369-90.7% | $2,921-92.4% | $2,544-91.3% |
| Participant deferral / active EE | $2,322 | $3,977-41.6% | $4,564-49.1% | $4,237-45.2% |
| Admin fee / account holder | $335 | $707-52.6% | $8,445-96.0% | $593-43.5% |