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 | $58,332 |
Filed as: BAUKNIGHT PIETRAS & STOR Service code 10 · EIN 57-0940019 | Accounting | $17,287 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $7,085 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,270 | $45,031-79.4% | $84,966-89.1% | $77,643-88.1% |
| Participation rate | 49.9% | 48.7%+1.2pp | 67.5%-17.6pp | 70.6%-20.6pp |
| Annual return | 24.32% | 79.22%-54.9pp | 66.38%-42.1pp | 31.24%-6.9pp |
| Employer contribution / active EE | $252 | $1,609-84.4% | $2,727-90.8% | $2,726-90.8% |
| Participant deferral / active EE | $1,238 | $2,807-55.9% | $4,519-72.6% | $4,647-73.4% |
| Admin fee / account holder | $205 | $912-77.5% | $6,149-96.7% | $430-52.4% |