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 41-0417830 | Contract Administrator | $17,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $104,661 | $71,142+47.1% | $119,609-12.5% | $64,808+61.5% |
| Participation rate | 68.1% | 78.6%-10.5pp | 79.3%-11.1pp | 71.5%-3.3pp |
| Annual return | -5.95% | -10.01%+4.1pp | -14.97%+9.0pp | 32.82%-38.8pp |
| Employer contribution / active EE | $1,396 | $2,497-44.1% | $4,232-67.0% | $2,506-44.3% |
| Participant deferral / active EE | $2,702 | $4,490-39.8% | $5,602-51.8% | $4,310-37.3% |
| Admin fee / account holder | $54 | $162-66.8% | $10,323-99.5% | $188-71.4% |