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 9-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 | $4,061 |
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 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 | $19,434 | $31,388-38.1% | $73,545-73.6% | $62,292-68.8% |
| Participation rate | 20.8% | 39.9%-19.1pp | 54.9%-34.2pp | 69.5%-48.7pp |
| Annual return | 17.89% | 25.34%-7.5pp | -15.16%+33.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $221 | $498-55.6% | $1,219-81.9% | $2,042-89.2% |
| Participant deferral / active EE | $668 | $1,028-35.1% | $1,806-63.0% | $3,169-78.9% |
| Admin fee / account holder | $85 | $299-71.7% | $2,320-96.4% | $479-82.3% |