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 | $7,237 |
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 | $25,728 | $69,305-62.9% | $82,313-68.7% | $69,631-63.1% |
| Participation rate | 46.7% | 80.3%-33.6pp | 76.9%-30.2pp | 70.7%-24.0pp |
| Annual return | 20.14% | 21.47%-1.3pp | 25.88%-5.7pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,872 | $3,568-47.5% | $3,706-49.5% | $3,224-41.9% |
| Admin fee / account holder | $33 | $97-66.2% | $5,608-99.4% | $110-70.2% |