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 | $12,430 |
Service code 10 · EIN 38-1402622 | Accounting | $8,750 |
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 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 | $57,105 | $66,601-14.3% | $92,893-38.5% | $67,579-15.5% |
| Participation rate | 30.2% | 72.5%-42.3pp | 76.0%-45.8pp | 71.3%-41.1pp |
| Annual return | 20.10% | 92.58%-72.5pp | 109.41%-89.3pp | 378.56%-358.5pp |
| Employer contribution / active EE | $1,101 | $2,775-60.3% | $3,653-69.8% | $2,148-48.7% |
| Participant deferral / active EE | $2,230 | $3,157-29.3% | $4,236-47.4% | $3,539-37.0% |
| Admin fee / account holder | $175 | $199-11.9% | $5,794-97.0% | $142+23.1% |