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 3-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 | $1,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,565 | $26,114-82.5% | $58,482-92.2% | $74,419-93.9% |
| Participation rate | 65.1% | 32.1%+32.9pp | 50.9%+14.2pp | 70.7%-5.7pp |
| Annual return | 306.21% | 32.51%+273.7pp | 4239.32%-3933.1pp | 34.38%+271.8pp |
| Employer contribution / active EE | $953 | $536+77.9% | $1,053-9.6% | $2,637-63.9% |
| Participant deferral / active EE | $1,314 | $1,075+22.3% | $1,924-31.7% | $4,528-71.0% |
| Admin fee / account holder | $16 | $649-97.6% | $2,516-99.4% | $348-95.5% |