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 | $640 |
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 | $59,384 | $55,416+7.2% | $75,972-21.8% | $77,643-23.5% |
| Participation rate | 10.8% | 63.6%-52.7pp | 69.1%-58.2pp | 70.6%-59.7pp |
| Annual return | 11.45% | 17.07%-5.6pp | 359.55%-348.1pp | 31.24%-19.8pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $2,685-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $639 | $3,447-81.5% | $4,255-85.0% | $4,647-86.2% |
| Admin fee / account holder | $7 | $414-98.4% | $6,467-99.9% | $430-98.4% |