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 | $12,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,282 | $60,776-53.5% | $85,682-67.0% | $79,386-64.4% |
| Participation rate | 39.7% | 62.1%-22.4pp | 69.9%-30.2pp | 70.7%-31.1pp |
| Annual return | 11.09% | 16.57%-5.5pp | 21.49%-10.4pp | 116.85%-105.8pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $574 | $2,919-80.3% | $3,923-85.4% | $4,046-85.8% |
| Admin fee / account holder | $152 | $438-65.4% | $6,873-97.8% | $626-75.8% |