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 | $193 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,925 | $80,753-87.7% | $136,294-92.7% | $62,292-84.1% |
| Participation rate | 66.7% | 73.5%-6.9pp | 81.9%-15.3pp | 69.5%-2.8pp |
| Annual return | 39.78% | 35.83%+3.9pp | 5155.94%-5116.2pp | 28.90%+10.9pp |
| Employer contribution / active EE | $795 | $2,884-72.4% | $4,695-83.1% | $2,042-61.1% |
| Participant deferral / active EE | $1,893 | $5,164-63.3% | $6,247-69.7% | $3,169-40.3% |
| Admin fee / account holder | $2 | $525-99.7% | $9,243-100.0% | $479-99.6% |