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 27 · EIN 20-8874282 | Advisory (Plan) | $37,359 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,372 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,175 | $93,131-28.9% | $106,548-37.9% | $86,799-23.8% |
| Participation rate | 68.9% | 81.4%-12.5pp | 76.1%-7.2pp | 72.3%-3.4pp |
| Annual return | 18.29% | 19.45%-1.2pp | 26.80%-8.5pp | 97.91%-79.6pp |
| Employer contribution / active EE | $1,164 | $2,895-59.8% | $2,819-58.7% | $2,405-51.6% |
| Participant deferral / active EE | $3,240 | $4,708-31.2% | $4,398-26.3% | $4,131-21.6% |
| Admin fee / account holder | $198 | $145+36.5% | $7,407-97.3% | $170+16.8% |