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 | $22,793 |
ARMANINO LLP2 years Filed as: ARMANINO ADVISORY LLC Service code 17 · EIN 94-6214841 | Pension Consulting | $4,507 |
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 | $73,728 | $47,105+56.5% | $68,368+7.8% | $67,986+8.4% |
| Participation rate | 53.0% | 51.8%+1.2pp | 73.8%-20.7pp | 57.2%-4.2pp |
| Annual return | 14.91% | 48.37%-33.5pp | 292.57%-277.7pp | 31.67%-16.8pp |
| Employer contribution / active EE | $1,909 | $1,859+2.7% | $2,649-27.9% | $2,019-5.4% |
| Participant deferral / active EE | $4,966 | $2,374+109.2% | $4,123+20.5% | $3,358+47.9% |
| Admin fee / account holder | $255 | $2,435-89.5% | $5,150-95.0% | $3,203-92.0% |