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 71-0294708 | Contract Administrator | $1,800 |
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 | $87,843 | $86,922+1.1% | $102,438-14.2% | $80,874+8.6% |
| Participation rate | 59.3% | 72.4%-13.0pp | 76.5%-17.2pp | 67.6%-8.3pp |
| Annual return | 12.05% | 18.90%-6.8pp | 29.37%-17.3pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,258 | $2,369-46.9% | $3,024-58.4% | $2,756-54.3% |
| Participant deferral / active EE | $5,402 | $4,119+31.1% | $5,054+6.9% | $4,297+25.7% |
| Admin fee / account holder | $62 | $8,050-99.2% | $9,448-99.3% | $6,935-99.1% |