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 | $66,500 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $78,313-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.0%-13.0pp | 13.5%-13.5pp |
| Annual return | 5.32% | 10.60%-5.3pp | 6.61%-1.3pp | 9.29%-4.0pp |
| Employer contribution / active EE | $22,012 | $14,953+47.2% | $24,284-9.4% | $15,168+45.1% |
| Participant deferral / active EE | $0 | $12-100.0% | $408-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $19,478-100.0% | $2,037-100.0% |