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 | $18,411 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,370 | $44,989-54.7% | $170,442-88.0% | $77,958-73.9% |
| Participation rate | 18.3% | 64.6%-46.3pp | 83.6%-65.3pp | 71.6%-53.4pp |
| Annual return | 16.38% | 19.61%-3.2pp | 205.93%-189.6pp | 20.87%-4.5pp |
| Employer contribution / active EE | $185 | $1,466-87.4% | $5,433-96.6% | $2,310-92.0% |
| Participant deferral / active EE | $480 | $2,208-78.3% | $4,939-90.3% | $3,537-86.4% |
| Admin fee / account holder | $43 | $69-37.2% | $13,880-99.7% | $97-55.5% |