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 9-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 | $10,483 |
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.
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 | $10,869 | $25,302-57.0% | $74,701-85.5% | $67,579-83.9% |
| Participation rate | 16.3% | 37.8%-21.5pp | 54.5%-38.1pp | 71.3%-55.0pp |
| Annual return | 23.13% | 10291.17%-10268.0pp | 752.92%-729.8pp | 378.56%-355.4pp |
| Employer contribution / active EE | $48 | $446-89.3% | $1,084-95.6% | $2,148-97.8% |
| Participant deferral / active EE | $529 | $954-44.5% | $1,964-73.0% | $3,539-85.0% |
| Admin fee / account holder | $216 | $108+100.3% | $3,333-93.5% | $142+51.5% |