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 | $31,809 |
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 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 | $46,311 | $46,173+0.3% | $170,442-72.8% | $69,631-33.5% |
| Participation rate | 41.8% | 63.9%-22.1pp | 83.6%-41.8pp | 70.7%-28.9pp |
| Annual return | 15.02% | 21.62%-6.6pp | 205.93%-190.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $553 | $1,610-65.7% | $5,433-89.8% | $2,032-72.8% |
| Participant deferral / active EE | $2,539 | $2,080+22.1% | $4,939-48.6% | $3,224-21.2% |
| Admin fee / account holder | $158 | $116+36.1% | $13,880-98.9% | $110+42.9% |