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 | $3,834 |
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.
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 | $26,739 | $56,443-52.6% | $83,848-68.1% | $55,725-52.0% |
| Participation rate | 21.6% | 72.0%-50.4pp | 76.1%-54.5pp | 70.9%-49.3pp |
| Annual return | -1.95% | 393.67%-395.6pp | 850.88%-852.8pp | 244.93%-246.9pp |
| Employer contribution / active EE | $586 | $2,682-78.1% | $3,631-83.8% | $2,078-71.8% |
| Participant deferral / active EE | $655 | $2,965-77.9% | $4,082-84.0% | $3,356-80.5% |
| Admin fee / account holder | $65 | $156-58.4% | $5,478-98.8% | $115-43.6% |