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 35-1140070 | Contract Administrator | $4,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,515 | $52,953-57.5% | $172,739-87.0% | $65,185-65.5% |
| Participation rate | 39.1% | 66.2%-27.1pp | 82.6%-43.6pp | 70.2%-31.1pp |
| Annual return | 54.67% | 30.12%+24.5pp | 802.84%-748.2pp | 29.38%+25.3pp |
| Employer contribution / active EE | $442 | $2,190-79.8% | $5,143-91.4% | $2,177-79.7% |
| Participant deferral / active EE | $1,078 | $2,471-56.4% | $5,198-79.3% | $3,514-69.3% |
| Admin fee / account holder | $64 | $472-86.5% | $13,954-99.5% | $847-92.5% |