See peer percentile detail. $4.99 for your first month.
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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 | $12,636 |
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.
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 | $24,096 | $63,442-62.0% | $68,791-65.0% | $66,914-64.0% |
| Participation rate | 39.5% | 60.0%-20.4pp | 69.0%-29.5pp | 69.8%-30.3pp |
| Annual return | -16.81% | -8.29%-8.5pp | -6.38%-10.4pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $656 | $2,945-77.7% | $3,941-83.4% | $4,237-84.5% |
| Admin fee / account holder | $140 | $577-75.7% | $4,932-97.2% | $593-76.3% |