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 | $4,407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,118 | $39,948+2.9% | $89,391-54.0% | $73,409-44.0% |
| Participation rate | 16.4% | 50.4%-34.0pp | 68.0%-51.6pp | 72.2%-55.8pp |
| Annual return | 15.18% | 50.12%-34.9pp | 245.62%-230.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $419 | $2,193-80.9% | $3,890-89.2% | $3,805-89.0% |
| Admin fee / account holder | $61 | $134-54.4% | $4,881-98.7% | $158-61.2% |