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 | $39,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,457 | $50,982+2.9% | $154,803-66.1% | $85,563-38.7% |
| Participation rate | 46.4% | 59.8%-13.4pp | 78.1%-31.7pp | 66.0%-19.6pp |
| Annual return | 13.28% | 30.35%-17.1pp | 58.88%-45.6pp | 31.51%-18.2pp |
| Employer contribution / active EE | $748 | $1,708-56.2% | $4,305-82.6% | $2,654-71.8% |
| Participant deferral / active EE | $1,317 | $2,474-46.8% | $5,540-76.2% | $4,375-69.9% |
| Admin fee / account holder | $126 | $846-85.2% | $14,329-99.1% | $834-85.0% |