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 | $118,790 |
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).
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 | $12,257 | $53,136-76.9% | $155,509-92.1% | $199,593-93.9% |
| Participation rate | 87.2% | 64.1%+23.1pp | 78.2%+9.0pp | 72.0%+15.2pp |
| Annual return | 13.31% | 41.15%-27.8pp | 64.67%-51.4pp | 34.25%-20.9pp |
| Employer contribution / active EE | $312 | $1,851-83.2% | $4,672-93.3% | $3,034-89.7% |
| Participant deferral / active EE | $2,354 | $3,161-25.5% | $5,626-58.2% | $5,087-53.7% |
| Admin fee / account holder | $40 | $185-78.5% | $15,912-99.7% | $269-85.2% |