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 | $45,487 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,082 |
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.)
Annual investment return 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 | $54,393 | $78,485-30.7% | $106,213-48.8% | $74,495-27.0% |
| Participation rate | 61.0% | 72.8%-11.8pp | 75.3%-14.3pp | 67.2%-6.2pp |
| Annual return | 10.32% | 15.95%-5.6pp | 116.14%-105.8pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $248 | $2,523-90.2% | $3,171-92.2% | $2,623-90.6% |
| Participant deferral / active EE | $2,617 | $4,322-39.5% | $5,016-47.8% | $4,346-39.8% |
| Admin fee / account holder | $303 | $2,232-86.4% | $11,033-97.3% | $1,942-84.4% |