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 | $14,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,315 | $55,449-67.0% | $83,848-78.2% | $56,287-67.5% |
| Participation rate | 45.9% | 68.0%-22.1pp | 76.1%-30.3pp | 69.9%-24.0pp |
| Annual return | -4.98% | -1.38%-3.6pp | 850.88%-855.9pp | -9.96%+5.0pp |
| Employer contribution / active EE | $801 | $2,430-67.1% | $3,631-78.0% | $2,111-62.1% |
| Participant deferral / active EE | $1,629 | $2,935-44.5% | $4,082-60.1% | $3,350-51.4% |
| Admin fee / account holder | $235 | $656-64.2% | $5,478-95.7% | $521-55.0% |