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 | $65,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $71,836 | $88,083-18.4% | $164,813-56.4% | $74,495-3.6% |
| Participation rate | 62.7% | 73.0%-10.3pp | 78.6%-15.9pp | 67.2%-4.5pp |
| Annual return | 11.34% | 17.26%-5.9pp | 69.93%-58.6pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $788 | $2,593-69.6% | $4,341-81.8% | $2,623-70.0% |
| Participant deferral / active EE | $3,876 | $4,498-13.8% | $6,031-35.7% | $4,346-10.8% |
| Admin fee / account holder | $108 | $2,234-95.2% | $12,690-99.1% | $1,942-94.4% |