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 9-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 | $13,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,028 | $49,227-37.0% | $70,449-56.0% | $79,858-61.1% |
| Participation rate | 52.0% | 69.2%-17.1pp | 75.1%-23.0pp | 69.6%-17.6pp |
| Annual return | 6.25% | 30.06%-23.8pp | 109.03%-102.8pp | 31.71%-25.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,447 | $2,768-47.7% | $3,709-61.0% | $3,740-61.3% |
| Admin fee / account holder | $213 | $2,878-92.6% | $3,845-94.5% | $5,306-96.0% |