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 7-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 | $10,302 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,285 | $93,571-82.6% | $135,903-88.0% | $75,163-78.3% |
| Participation rate | 62.2% | 75.2%-13.0pp | 81.9%-19.7pp | 67.2%-5.0pp |
| Annual return | 28.26% | 30.90%-2.6pp | 68.23%-40.0pp | 160.62%-132.4pp |
| Employer contribution / active EE | $2,926 | $3,537-17.3% | $4,856-39.7% | $2,670+9.6% |
| Participant deferral / active EE | $7,399 | $6,404+15.5% | $7,758-4.6% | $4,125+79.4% |
| Admin fee / account holder | $177 | $6,975-97.5% | $10,762-98.4% | $5,651-96.9% |