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 | $854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,031 | $49,693-13.4% | $70,515-39.0% | $74,419-42.2% |
| Participation rate | 21.3% | 64.7%-43.4pp | 68.3%-47.1pp | 70.7%-49.5pp |
| Annual return | 15.74% | 21.22%-5.5pp | 32.77%-17.0pp | 34.38%-18.6pp |
| Employer contribution / active EE | $0 | $1,773-100.0% | $2,973-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $509 | $3,376-84.9% | $4,567-88.9% | $4,528-88.8% |
| Admin fee / account holder | $7 | $316-97.8% | $6,412-99.9% | $348-98.0% |