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 6-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 | $28,124 |
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 | $44,428 | $52,208-14.9% | $86,612-48.7% | $74,419-40.3% |
| Participation rate | 19.2% | 66.3%-47.1pp | 71.7%-52.4pp | 70.7%-51.5pp |
| Annual return | 20.01% | 44.46%-24.4pp | 591.07%-571.1pp | 34.38%-14.4pp |
| Employer contribution / active EE | $689 | $2,282-69.8% | $3,022-77.2% | $2,637-73.9% |
| Participant deferral / active EE | $1,873 | $3,383-44.6% | $4,438-57.8% | $4,528-58.6% |
| Admin fee / account holder | $232 | $319-27.1% | $5,614-95.9% | $348-33.2% |