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 4-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 | $2,716 |
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 | $86,742 | $46,100+88.2% | $86,590+0.2% | $69,631+24.6% |
| Participation rate | 51.8% | 67.2%-15.4pp | 73.5%-21.7pp | 70.7%-18.9pp |
| Annual return | 17.34% | 21.02%-3.7pp | 964.84%-947.5pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $2,339 | $1,850+26.5% | $2,839-17.6% | $2,032+15.1% |
| Participant deferral / active EE | $3,523 | $2,432+44.9% | $3,609-2.4% | $3,224+9.3% |
| Admin fee / account holder | $197 | $94+110.5% | $4,906-96.0% | $110+78.8% |