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 | $17,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,541 | $44,873-3.0% | $79,464-45.2% | $56,287-22.6% |
| Participation rate | 45.5% | 68.7%-23.3pp | 73.3%-27.9pp | 69.9%-24.4pp |
| Annual return | -5.81% | 0.81%-6.6pp | 718.14%-724.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $184 | $2,140-91.4% | $2,800-93.4% | $2,111-91.3% |
| Participant deferral / active EE | $1,217 | $2,746-55.7% | $3,704-67.1% | $3,350-63.7% |
| Admin fee / account holder | $261 | $418-37.6% | $5,113-94.9% | $521-49.9% |