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 | $34,721 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,319 | $47,898-17.9% | $117,472-66.5% | $64,808-39.3% |
| Participation rate | 32.7% | 61.9%-29.1pp | 70.6%-37.9pp | 71.5%-38.7pp |
| Annual return | 7.00% | -15.54%+22.5pp | 29.74%-22.7pp | 32.82%-25.8pp |
| Employer contribution / active EE | $893 | $1,774-49.6% | $4,176-78.6% | $2,506-64.4% |
| Participant deferral / active EE | $1,539 | $3,151-51.1% | $4,070-62.2% | $4,310-64.3% |
| Admin fee / account holder | $246 | $132+86.8% | $5,645-95.6% | $188+31.1% |