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 | $3,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,771 | $79,519-33.6% | $95,952-45.0% | $73,409-28.1% |
| Participation rate | 36.6% | 81.2%-44.5pp | 77.1%-40.4pp | 72.2%-35.5pp |
| Annual return | 13.17% | 19.20%-6.0pp | 91.61%-78.4pp | 59.29%-46.1pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,767 | $4,138-57.3% | $4,167-57.6% | $3,805-53.6% |
| Admin fee / account holder | $24 | $184-87.0% | $6,795-99.6% | $158-84.9% |