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 8-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 | $7,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,518 | $57,976-73.2% | $62,995-75.4% | $62,292-75.1% |
| Participation rate | 29.1% | 75.9%-46.9pp | 74.8%-45.8pp | 69.5%-40.5pp |
| Annual return | 22.23% | 17.54%+4.7pp | 87.57%-65.3pp | 28.90%-6.7pp |
| Employer contribution / active EE | $505 | $2,415-79.1% | $2,759-81.7% | $2,042-75.3% |
| Participant deferral / active EE | $1,535 | $2,956-48.1% | $3,329-53.9% | $3,169-51.6% |
| Admin fee / account holder | $123 | $276-55.5% | $3,600-96.6% | $479-74.4% |