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 | $10,054 |
Service code 10 · EIN 38-1402622 | Accounting | $10,000 |
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 | $108,643 | $77,660+39.9% | $109,143-0.5% | $79,386+36.9% |
| Participation rate | 39.4% | 67.8%-28.4pp | 75.9%-36.5pp | 70.7%-31.3pp |
| Annual return | 13.37% | 23.44%-10.1pp | 25.75%-12.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,599 | $2,797-42.9% | $3,722-57.0% | $2,427-34.1% |
| Participant deferral / active EE | $3,408 | $3,518-3.1% | $4,653-26.8% | $4,046-15.8% |
| Admin fee / account holder | $182 | $732-75.2% | $6,752-97.3% | $626-71.0% |