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 | $28,621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,173 | $55,449-14.9% | $83,848-43.7% | $56,287-16.2% |
| Participation rate | 59.2% | 68.0%-8.8pp | 76.1%-16.9pp | 69.9%-10.6pp |
| Annual return | -5.45% | -1.38%-4.1pp | 850.88%-856.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $728 | $2,430-70.0% | $3,631-79.9% | $2,111-65.5% |
| Participant deferral / active EE | $2,157 | $2,935-26.5% | $4,082-47.1% | $3,350-35.6% |
| Admin fee / account holder | $281 | $656-57.2% | $5,478-94.9% | $521-46.1% |