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 42-0127290 | Contract Administrator | $4,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,741 | $49,177-63.9% | $79,464-77.7% | $64,186-72.4% |
| Participation rate | 36.2% | 65.0%-28.8pp | 73.3%-37.1pp | 69.6%-33.4pp |
| Annual return | -4.68% | -1.16%-3.5pp | 718.14%-722.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $36 | $2,076-98.3% | $2,800-98.7% | $2,381-98.5% |
| Participant deferral / active EE | $892 | $2,821-68.4% | $3,704-75.9% | $3,470-74.3% |
| Admin fee / account holder | $126 | $3,839-96.7% | $5,113-97.5% | $4,888-97.4% |