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 | $67,820 |
Filed as: AGGREGATE RETIREMENT Service code 11 · EIN 47-1910719 | Actuarial | $27,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,334 | $88,874-80.5% | $123,544-86.0% | $75,289-77.0% |
| Participation rate | 43.6% | 75.9%-32.3pp | 82.3%-38.7pp | 72.4%-28.8pp |
| Annual return | 8.99% | 4.22%+4.8pp | 119.20%-110.2pp | -0.04%+9.0pp |
| Employer contribution / active EE | $1,118 | $3,256-65.7% | $4,628-75.8% | $2,405-53.5% |
| Participant deferral / active EE | $2,192 | $6,174-64.5% | $6,426-65.9% | $3,739-41.4% |
| Admin fee / account holder | $119 | $95+26.0% | $9,284-98.7% | $102+16.4% |