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 7-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 17 · EIN 13-5674085 | Pension Consulting | $7,932 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,590 |
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.
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 | $30,262 | $84,487-64.2% | $125,339-75.9% | $66,914-54.8% |
| Participation rate | 40.6% | 76.4%-35.8pp | 82.4%-41.7pp | 69.8%-29.2pp |
| Annual return | -8.47% | -8.39%-0.1pp | 572.05%-580.5pp | 1.58%-10.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,652 | $6,781-60.9% | $7,446-64.4% | $4,237-37.4% |
| Admin fee / account holder | $173 | $685-74.7% | $10,010-98.3% | $593-70.8% |