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 | $2,577 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,814 | $37,196-52.1% | $154,107-88.4% | $55,725-68.0% |
| Participation rate | 29.7% | 64.1%-34.4pp | 83.0%-53.4pp | 70.9%-41.2pp |
| Annual return | 18.60% | 1319.68%-1301.1pp | 735.12%-716.5pp | 244.93%-226.3pp |
| Employer contribution / active EE | $302 | $1,614-81.3% | $5,298-94.3% | $2,078-85.5% |
| Participant deferral / active EE | $410 | $2,068-80.2% | $5,081-91.9% | $3,356-87.8% |
| Admin fee / account holder | $24 | $102-76.3% | $13,411-99.8% | $115-79.1% |