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 41-0417830 | Contract Administrator | $870 |
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 | $78,694 | $69,362+13.5% | $101,248-22.3% | $73,488+7.1% |
| Participation rate | 44.5% | 68.4%-23.9pp | 75.8%-31.3pp | 70.7%-26.2pp |
| Annual return | 18.27% | 18.46%-0.2pp | 46.47%-28.2pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,314 | $2,628-50.0% | $3,660-64.1% | $2,270-42.1% |
| Participant deferral / active EE | $2,510 | $3,300-23.9% | $4,370-42.6% | $3,740-32.9% |
| Admin fee / account holder | $11 | $704-98.4% | $5,945-99.8% | $513-97.8% |