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 | $332,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,691 | $41,203-30.4% | $61,373-53.3% | $89,394-67.9% |
| Participation rate | 18.3% | 35.4%-17.1pp | 52.6%-34.3pp | 71.3%-53.0pp |
| Annual return | -15.16% | -14.63%-0.5pp | 338.61%-353.8pp | -11.89%-3.3pp |
| Employer contribution / active EE | $212 | $603-64.7% | $1,159-81.7% | $3,022-93.0% |
| Participant deferral / active EE | $808 | $1,367-40.9% | $2,125-62.0% | $5,123-84.2% |
| Admin fee / account holder | $48 | $74-35.3% | $2,130-97.8% | $79-40.0% |