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 41-0417830 | Contract Administrator | $1,672 |
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 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 | $41,719 | $73,404-43.2% | $87,100-52.1% | $67,579-38.3% |
| Participation rate | 55.9% | 80.9%-24.9pp | 76.9%-20.9pp | 71.3%-15.3pp |
| Annual return | 49.04% | 48.29%+0.7pp | 28.19%+20.9pp | 378.56%-329.5pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $7,580 | $3,913+93.7% | $4,049+87.2% | $3,539+114.2% |
| Admin fee / account holder | $5 | $142-96.2% | $7,497-99.9% | $142-96.2% |