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 | $56,317+30.9% | $71,209+3.5% | $74,304-0.8% |
| Participation rate | 53.0% | 55.1%-2.1pp | 73.8%-20.7pp | 60.3%-7.3pp |
| Annual return | 14.91% | 42.83%-27.9pp | 282.51%-267.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,909 | $2,160-11.6% | $2,721-29.8% | $2,241-14.8% |
| Participant deferral / active EE | $4,966 | $2,788+78.1% | $4,175+19.0% | $3,767+31.8% |
| Admin fee / account holder | $255 | $2,290-88.9% | $5,349-95.2% | $2,969-91.4% |