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 41-0417830 | Contract Administrator | $1,740 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,173 | $99,957-75.8% | $149,696-83.9% | $73,488-67.1% |
| Participation rate | 22.9% | 75.7%-52.8pp | 82.5%-59.6pp | 70.7%-47.8pp |
| Annual return | 15.21% | 53.87%-38.7pp | 276.60%-261.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,968 | $6,073-34.7% | $6,842-42.0% | $3,740+6.1% |
| Admin fee / account holder | $33 | $551-94.0% | $9,309-99.6% | $513-93.6% |