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 | $12,091 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,256 | $62,132-32.0% | $185,823-77.3% | $73,488-42.5% |
| Participation rate | 56.5% | 67.8%-11.3pp | 78.0%-21.5pp | 70.7%-14.2pp |
| Annual return | 38.09% | 20.44%+17.7pp | 35.95%+2.1pp | 28.51%+9.6pp |
| Employer contribution / active EE | $2,000 | $1,681+19.0% | $4,087-51.1% | $2,270-11.9% |
| Participant deferral / active EE | $3,227 | $3,711-13.0% | $5,632-42.7% | $3,740-13.7% |
| Admin fee / account holder | $187 | $419-55.4% | $9,500-98.0% | $513-63.6% |