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 | $8,488 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,996 | $34,677+0.9% | $77,024-54.6% | $64,808-46.0% |
| Participation rate | 16.1% | 49.8%-33.7pp | 67.9%-51.8pp | 71.5%-55.4pp |
| Annual return | -17.72% | -5.33%-12.4pp | 42.32%-60.0pp | 32.82%-50.5pp |
| Employer contribution / active EE | $269 | $1,370-80.3% | $2,812-90.4% | $2,506-89.2% |
| Participant deferral / active EE | $852 | $2,556-66.7% | $4,426-80.7% | $4,310-80.2% |
| Admin fee / account holder | $123 | $179-31.1% | $5,425-97.7% | $188-34.5% |