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 | $1,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $187,641 | $50,666+270.4% | $76,817+144.3% | $65,185+187.9% |
| Participation rate | 28.9% | 68.8%-39.9pp | 72.1%-43.1pp | 70.2%-41.3pp |
| Annual return | 22.82% | 28.51%-5.7pp | 1166.11%-1143.3pp | 29.38%-6.6pp |
| Employer contribution / active EE | $578 | $1,575-63.3% | $2,302-74.9% | $2,177-73.5% |
| Participant deferral / active EE | $1,532 | $2,647-42.1% | $3,336-54.1% | $3,514-56.4% |
| Admin fee / account holder | $31 | $463-93.3% | $6,420-99.5% | $847-96.3% |