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 42-0127290 | Contract Administrator | $18,994 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,000 | $84,936-88.2% | $111,297-91.0% | $79,386-87.4% |
| Participation rate | 75.5% | 75.9%-0.4pp | 77.3%-1.8pp | 70.7%+4.8pp |
| Annual return | 17.74% | 17.45%+0.3pp | 54.65%-36.9pp | 116.85%-99.1pp |
| Employer contribution / active EE | $1,200 | $1,979-39.3% | $2,731-56.0% | $2,427-50.5% |
| Participant deferral / active EE | $1,859 | $3,888-52.2% | $4,487-58.6% | $4,046-54.1% |
| Admin fee / account holder | $187 | $537-65.2% | $7,964-97.7% | $626-70.2% |