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 | $19,568 |
ASCENSUS LLC1 year Filed as: HILB GROUP OF NEW ENGLAND Service code 13 · EIN 47-4324398 | Contract Administrator | $10,644 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 | Other Services | $5,766 |
Filed as: MML INSURQANCE AGENCY, LLC Service code 49 · EIN 04-3109325 | Other Services | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,200 | $52,670-65.4% | $90,404-79.9% | $73,409-75.2% |
| Participation rate | 36.8% | 67.7%-30.9pp | 72.7%-35.9pp | 72.2%-35.4pp |
| Annual return | 60.38% | 20.70%+39.7pp | 1293.02%-1232.6pp | 59.29%+1.1pp |
| Employer contribution / active EE | $1,141 | $1,872-39.1% | $3,262-65.0% | $2,234-48.9% |
| Participant deferral / active EE | $3,048 | $2,807+8.6% | $3,963-23.1% | $3,805-19.9% |
| Admin fee / account holder | $190 | $117+63.1% | $5,611-96.6% | $158+20.7% |