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 | $137,438 |
Service code 49 · EIN 41-0944586 | Other Services | $69,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,028 | $44,473+113.7% | $76,523+24.2% | $55,725+70.5% |
| Participation rate | 57.9% | 51.0%+6.9pp | 68.0%-10.1pp | 70.9%-13.0pp |
| Annual return | -3.11% | -2.01%-1.1pp | -0.27%-2.8pp | 244.93%-248.0pp |
| Employer contribution / active EE | $1,008 | $1,101-8.5% | $2,647-61.9% | $2,078-51.5% |
| Participant deferral / active EE | $2,928 | $1,988+47.3% | $3,835-23.7% | $3,356-12.7% |
| Admin fee / account holder | $443 | $134+230.6% | $4,848-90.9% | $115+284.9% |