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 | $4,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $60,467 | $80,724-25.1% | $103,333-41.5% | $74,495-18.8% |
| Participation rate | 63.5% | 65.7%-2.1pp | 74.5%-11.0pp | 67.2%-3.7pp |
| Annual return | 13.24% | 27.56%-14.3pp | 24.88%-11.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,237 | $3,157-60.8% | $3,868-68.0% | $2,623-52.9% |
| Participant deferral / active EE | $3,703 | $3,860-4.1% | $5,057-26.8% | $4,346-14.8% |
| Admin fee / account holder | $35 | $2,368-98.5% | $8,355-99.6% | $1,942-98.2% |