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 06-1050034 | Contract Administrator | $1,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $34,314 | $36,916-7.0% | $156,549-78.1% | $57,658-40.5% |
| Participation rate | 60.4% | 63.4%-3.1pp | 84.0%-23.6pp | 70.2%-9.9pp |
| Annual return | 4.68% | 12.38%-7.7pp | 32.23%-27.6pp | 5.13%-0.5pp |
| Employer contribution / active EE | $359 | $1,571-77.1% | $5,501-93.5% | $1,974-81.8% |
| Participant deferral / active EE | $1,733 | $1,926-10.0% | $4,871-64.4% | $3,061-43.4% |
| Admin fee / account holder | $12 | $82-85.1% | $13,027-99.9% | $95-87.0% |