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 12 · EIN 48-1205033 | Recordkeeping fees; Claims processing... | $25,684 |
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).
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 | $32,897 | $70,083-53.1% | $59,878-45.1% | $55,725-41.0% |
| Participation rate | 30.9% | 78.4%-47.5pp | 74.7%-43.8pp | 70.9%-40.0pp |
| Annual return | 9.79% | 3.13%+6.7pp | 3.46%+6.3pp | 244.93%-235.1pp |
| Employer contribution / active EE | $1,104 | $2,878-61.7% | $2,722-59.4% | $2,078-46.9% |
| Participant deferral / active EE | $1,712 | $3,079-44.4% | $3,402-49.7% | $3,356-49.0% |
| Admin fee / account holder | $106 | $70+51.5% | $3,590-97.0% | $115-7.5% |