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 | $2,294 |
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 | $37,309 | $46,173-19.2% | $170,442-78.1% | $69,631-46.4% |
| Participation rate | 64.5% | 63.9%+0.6pp | 83.6%-19.1pp | 70.7%-6.2pp |
| Annual return | 10.95% | 21.62%-10.7pp | 205.93%-195.0pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $402 | $1,610-75.0% | $5,433-92.6% | $2,032-80.2% |
| Participant deferral / active EE | $2,108 | $2,080+1.4% | $4,939-57.3% | $3,224-34.6% |
| Admin fee / account holder | $18 | $116-84.1% | $13,880-99.9% | $110-83.3% |