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 | $3,005 |
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 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 | $35,278 | $75,388-53.2% | $123,544-71.4% | $55,725-36.7% |
| Participation rate | 59.8% | 75.7%-15.8pp | 82.3%-22.5pp | 70.9%-11.0pp |
| Annual return | -4.41% | 4.48%-8.9pp | 119.20%-123.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,724 | $3,063-43.7% | $4,628-62.7% | $2,078-17.0% |
| Participant deferral / active EE | $3,684 | $5,651-34.8% | $6,426-42.7% | $3,356+9.8% |
| Admin fee / account holder | $7 | $120-94.4% | $9,284-99.9% | $115-94.2% |