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 35-1140070 1300 S CLINTON ST · FORT WAYNE, IN 468012248 | Contract Administrator | $34,740 |
Service code 15 · EIN 39-1444845 PO BOX 907 · WAUSAU, WI 544030907 | Recordkeeping | $5,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,195 | $43,504+31.5% | $68,793-16.9% | $56,287+1.6% |
| Participation rate | 57.4% | 67.8%-10.5pp | 72.2%-14.8pp | 69.9%-12.5pp |
| Annual return | -5.60% | -3.15%-2.5pp | -4.63%-1.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,171 | $1,525-23.2% | $2,625-55.4% | $2,111-44.5% |
| Participant deferral / active EE | $2,262 | $2,509-9.8% | $3,311-31.7% | $3,350-32.5% |
| Admin fee / account holder | $376 | $515-27.0% | $5,131-92.7% | $521-27.8% |