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 7-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 41-0417830 | Contract Administrator | $2,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $121,603 | $74,347+63.6% | $93,606+29.9% | $67,579+79.9% |
| Participation rate | 30.3% | 80.6%-50.3pp | 75.8%-45.5pp | 71.3%-41.0pp |
| Annual return | 21.55% | 28.07%-6.5pp | 32.76%-11.2pp | 378.56%-357.0pp |
| Employer contribution / active EE | $0 | $2,583-100.0% | $2,718-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,484 | $4,060-38.8% | $4,069-39.0% | $3,539-29.8% |
| Admin fee / account holder | $19 | $123-84.2% | $7,888-99.8% | $142-86.4% |