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 | $40,108 |
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.
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 | $27,673 | $39,166-29.3% | $79,550-65.2% | $78,044-64.5% |
| Participation rate | 12.8% | 57.3%-44.6pp | 69.5%-56.7pp | 74.4%-61.7pp |
| Annual return | -13.93% | -9.39%-4.5pp | 0.16%-14.1pp | 10.87%-24.8pp |
| Employer contribution / active EE | $353 | $1,019-65.3% | $2,413-85.4% | $3,125-88.7% |
| Participant deferral / active EE | $705 | $2,079-66.1% | $3,985-82.3% | $5,084-86.1% |
| Admin fee / account holder | $26 | $67-61.1% | $6,832-99.6% | $79-67.0% |