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 49 · EIN 04-2530412 | Other Services | $9,719 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,646 | $56,317+75.2% | $71,209+38.5% | $74,304+32.8% |
| Participation rate | 69.2% | 55.1%+14.1pp | 73.8%-4.5pp | 60.3%+8.9pp |
| Annual return | 11.11% | 42.83%-31.7pp | 282.51%-271.4pp | 29.43%-18.3pp |
| Employer contribution / active EE | $1,977 | $2,160-8.5% | $2,721-27.4% | $2,241-11.8% |
| Participant deferral / active EE | $3,522 | $2,788+26.3% | $4,175-15.6% | $3,767-6.5% |
| Admin fee / account holder | $81 | $2,290-96.4% | $5,349-98.5% | $2,969-97.3% |