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 8-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 | $58,212 |
Filed as: BAUKNIGHT PIETRAS AND Service code 10 · EIN 57-0940019 | Accounting | $22,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $6,784 | $40,385-83.2% | $80,569-91.6% | $74,419-90.9% |
| Participation rate | 46.3% | 47.4%-1.1pp | 67.0%-20.7pp | 70.7%-24.4pp |
| Annual return | 17.78% | 164.85%-147.1pp | 935.43%-917.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $210 | $1,496-86.0% | $2,723-92.3% | $2,637-92.0% |
| Participant deferral / active EE | $1,008 | $2,674-62.3% | $4,447-77.3% | $4,528-77.7% |
| Admin fee / account holder | $233 | $720-67.7% | $5,377-95.7% | $348-33.1% |