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 | $10,340 |
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 | $26,208 | $50,815-48.4% | $155,509-83.1% | $77,643-66.2% |
| Participation rate | 57.2% | 63.1%-5.9pp | 78.2%-21.0pp | 70.6%-13.4pp |
| Annual return | 13.02% | 34.80%-21.8pp | 64.67%-51.6pp | 31.24%-18.2pp |
| Employer contribution / active EE | $953 | $1,993-52.2% | $4,672-79.6% | $2,726-65.0% |
| Participant deferral / active EE | $1,977 | $2,822-29.9% | $5,626-64.9% | $4,647-57.5% |
| Admin fee / account holder | $37 | $437-91.6% | $15,912-99.8% | $430-91.5% |