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 | $51,791 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,594 |
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 | $49,715 | $71,516-30.5% | $98,439-49.5% | $71,457-30.4% |
| Participation rate | 60.0% | 72.7%-12.7pp | 75.2%-15.2pp | 67.9%-7.9pp |
| Annual return | 16.93% | 32.41%-15.5pp | 21.16%-4.2pp | 28.85%-11.9pp |
| Employer contribution / active EE | $474 | $2,399-80.2% | $3,048-84.4% | $2,588-81.7% |
| Participant deferral / active EE | $2,325 | $4,109-43.4% | $4,738-50.9% | $4,289-45.8% |
| Admin fee / account holder | $355 | $1,675-78.8% | $8,948-96.0% | $1,587-77.7% |