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 8-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 | $12,133 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,194 | $39,948-24.4% | $89,391-66.2% | $73,409-58.9% |
| Participation rate | 10.8% | 50.4%-39.7pp | 68.0%-57.2pp | 72.2%-61.4pp |
| Annual return | 26.93% | 50.12%-23.2pp | 245.62%-218.7pp | 59.29%-32.4pp |
| Employer contribution / active EE | $82 | $1,200-93.2% | $2,586-96.8% | $2,234-96.3% |
| Participant deferral / active EE | $511 | $2,193-76.7% | $3,890-86.9% | $3,805-86.6% |
| Admin fee / account holder | $282 | $134+110.1% | $4,881-94.2% | $158+78.6% |