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 | $27,078 |
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 | $22,889 | $56,095-59.2% | $178,490-87.2% | $90,288-74.6% |
| Participation rate | 20.1% | 65.6%-45.5pp | 81.9%-61.9pp | 73.4%-53.3pp |
| Annual return | 15.45% | 28.81%-13.4pp | 151.07%-135.6pp | 53.97%-38.5pp |
| Employer contribution / active EE | $218 | $1,572-86.1% | $5,011-95.6% | $2,524-91.3% |
| Participant deferral / active EE | $677 | $2,669-74.6% | $5,202-87.0% | $4,232-84.0% |
| Admin fee / account holder | $45 | $101-55.5% | $13,984-99.7% | $114-60.7% |