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 | $11,645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,782 | $58,726-69.7% | $92,233-80.7% | $62,292-71.5% |
| Participation rate | 39.0% | 68.3%-29.3pp | 76.5%-37.5pp | 69.5%-30.5pp |
| Annual return | 26.27% | 43.62%-17.3pp | 176.28%-150.0pp | 28.90%-2.6pp |
| Employer contribution / active EE | $348 | $2,392-85.4% | $3,679-90.5% | $2,042-82.9% |
| Participant deferral / active EE | $1,280 | $2,766-53.7% | $3,897-67.2% | $3,169-59.6% |
| Admin fee / account holder | $199 | $556-64.2% | $5,194-96.2% | $479-58.5% |