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 41-0417830 | Contract Administrator | $3,501 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,416 | $86,655-64.9% | $119,609-74.6% | $66,914-54.5% |
| Participation rate | 75.5% | 75.6%-0.1pp | 79.3%-3.8pp | 69.8%+5.7pp |
| Annual return | -14.47% | -8.00%-6.5pp | -14.97%+0.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,059 | $2,536-58.2% | $4,232-75.0% | $2,544-58.4% |
| Participant deferral / active EE | $2,845 | $4,358-34.7% | $5,602-49.2% | $4,237-32.9% |
| Admin fee / account holder | $34 | $755-95.5% | $10,323-99.7% | $593-94.3% |