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 | $11,239 |
Service code 10 · EIN 38-1402622 | Accounting | $9,000 |
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 | $78,507 | $69,362+13.2% | $101,248-22.5% | $73,488+6.8% |
| Participation rate | 36.1% | 68.4%-32.3pp | 75.8%-39.7pp | 70.7%-34.6pp |
| Annual return | 15.19% | 18.46%-3.3pp | 46.47%-31.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,320 | $2,628-49.8% | $3,660-63.9% | $2,270-41.8% |
| Participant deferral / active EE | $2,698 | $3,300-18.2% | $4,370-38.3% | $3,740-27.9% |
| Admin fee / account holder | $163 | $704-76.8% | $5,945-97.3% | $513-68.2% |