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 35-1140070 | Contract Administrator | $75 |
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).
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 | $22,521 | $33,826-33.4% | $88,538-74.6% | $67,579-66.7% |
| Participation rate | 28.8% | 64.6%-35.8pp | 68.7%-40.0pp | 71.3%-42.5pp |
| Annual return | 20.96% | 68.24%-47.3pp | 43.64%-22.7pp | 378.56%-357.6pp |
| Employer contribution / active EE | $614 | $1,232-50.2% | $2,098-70.8% | $2,148-71.4% |
| Participant deferral / active EE | $1,037 | $2,089-50.4% | $2,914-64.4% | $3,539-70.7% |
| Admin fee / account holder | $116 | $134-13.3% | $4,310-97.3% | $142-18.6% |