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 5-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 | $1,641 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,807 | $26,549-81.9% | $61,373-92.2% | $66,914-92.8% |
| Participation rate | 20.1% | 38.1%-18.0pp | 52.6%-32.4pp | 69.8%-49.7pp |
| Annual return | -33.55% | -16.21%-17.3pp | 338.61%-372.2pp | 1.58%-35.1pp |
| Employer contribution / active EE | $348 | $651-46.6% | $1,159-70.0% | $2,544-86.3% |
| Participant deferral / active EE | $597 | $1,338-55.4% | $2,125-71.9% | $4,237-85.9% |
| Admin fee / account holder | $53 | $409-87.0% | $2,130-97.5% | $593-91.1% |