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 | $968 |
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 | $140,698 | $85,135+65.3% | $98,907+42.3% | $73,409+91.7% |
| Participation rate | 31.8% | 81.1%-49.4pp | 76.0%-44.3pp | 72.2%-40.4pp |
| Annual return | 15.44% | 19.14%-3.7pp | 196.43%-181.0pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2,341 | $2,721-13.9% | $2,689-12.9% | $2,234+4.8% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $10 | $139-92.8% | $6,642-99.8% | $158-93.7% |