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 20-5923747 | Contract Administrator | $21,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,860 | $65,061-31.0% | $143,757-68.8% | $66,914-33.0% |
| Participation rate | 52.5% | 65.2%-12.7pp | 80.3%-27.9pp | 69.8%-17.4pp |
| Annual return | -23.55% | -11.14%-12.4pp | -0.04%-23.5pp | 1.58%-25.1pp |
| Employer contribution / active EE | $425 | $2,361-82.0% | $4,951-91.4% | $2,544-83.3% |
| Participant deferral / active EE | $2,110 | $2,919-27.7% | $5,637-62.6% | $4,237-50.2% |
| Admin fee / account holder | $249 | $502-50.3% | $14,673-98.3% | $593-58.0% |