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 42-0127290 | Contract Administrator | $17,533 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,807 | $30,086-50.8% | $61,373-75.9% | $64,808-77.2% |
| Participation rate | 31.6% | 36.4%-4.8pp | 52.6%-21.0pp | 71.5%-39.9pp |
| Annual return | -17.50% | -13.99%-3.5pp | 338.61%-356.1pp | 32.82%-50.3pp |
| Employer contribution / active EE | $591 | $536+10.3% | $1,159-49.0% | $2,506-76.4% |
| Participant deferral / active EE | $1,222 | $1,126+8.5% | $2,125-42.5% | $4,310-71.7% |
| Admin fee / account holder | $161 | $148+8.6% | $2,130-92.4% | $188-14.3% |