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 | $8,168 |
Service code 27 | Advisory (Plan) | $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).
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 | $21,253 | $55,453-61.7% | $170,442-87.5% | $62,292-65.9% |
| Participation rate | 31.4% | 66.4%-35.0pp | 83.6%-52.2pp | 69.5%-38.1pp |
| Annual return | 16.25% | 21.38%-5.1pp | 205.93%-189.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $339 | $2,164-84.3% | $5,433-93.8% | $2,042-83.4% |
| Participant deferral / active EE | $997 | $2,303-56.7% | $4,939-79.8% | $3,169-68.5% |
| Admin fee / account holder | $199 | $455-56.2% | $13,880-98.6% | $479-58.5% |