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 | $10,092 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,681 | $65,557-57.8% | $64,056-56.8% | $71,457-61.3% |
| Participation rate | 23.6% | 73.2%-49.5pp | 72.3%-48.7pp | 67.9%-44.3pp |
| Annual return | 7.74% | 18.94%-11.2pp | 33.69%-25.9pp | 28.85%-21.1pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $983 | $3,626-72.9% | $3,880-74.7% | $4,289-77.1% |
| Admin fee / account holder | $168 | $616-72.7% | $3,068-94.5% | $1,587-89.4% |