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 | $5,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,356 | $42,546-63.9% | $71,796-78.6% | $55,167-72.2% |
| Participation rate | 68.4% | 59.1%+9.2pp | 69.1%-0.8pp | 69.0%-0.6pp |
| Annual return | 11.01% | 12.36%-1.4pp | 78.04%-67.0pp | 169.23%-158.2pp |
| Employer contribution / active EE | $1,183 | $803+47.2% | $1,924-38.5% | $1,963-39.7% |
| Participant deferral / active EE | $2,368 | $2,064+14.7% | $2,794-15.3% | $3,054-22.5% |
| Admin fee / account holder | $50 | $650-92.3% | $4,815-99.0% | $504-90.0% |