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 | $20,618 |
Filed as: PLEXUS FINANCIAL SERVICES LLC Service code 49 · EIN 27-1746834 | Other Services | $6,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $17,976 | $80,753-77.7% | $136,294-86.8% | $62,292-71.1% |
| Participation rate | 68.1% | 73.5%-5.5pp | 81.9%-13.8pp | 69.5%-1.4pp |
| Annual return | 38.19% | 35.83%+2.4pp | 5155.94%-5117.7pp | 28.90%+9.3pp |
| Employer contribution / active EE | $2,472 | $2,884-14.3% | $4,695-47.4% | $2,042+21.0% |
| Participant deferral / active EE | $3,580 | $5,164-30.7% | $6,247-42.7% | $3,169+13.0% |
| Admin fee / account holder | $166 | $525-68.4% | $9,243-98.2% | $479-65.3% |