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 42-0127290 | Contract Administrator | $2,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,422 | $55,449-19.9% | $83,848-47.0% | $56,287-21.1% |
| Participation rate | 20.2% | 68.0%-47.8pp | 76.1%-55.9pp | 69.9%-49.6pp |
| Annual return | -7.90% | -1.38%-6.5pp | 850.88%-858.8pp | -9.96%+2.1pp |
| Employer contribution / active EE | $543 | $2,430-77.7% | $3,631-85.0% | $2,111-74.3% |
| Participant deferral / active EE | $1,074 | $2,935-63.4% | $4,082-73.7% | $3,350-67.9% |
| Admin fee / account holder | $63 | $656-90.4% | $5,478-98.9% | $521-87.9% |