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 42-0127590 | Contract Administrator | $6,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,368 | $58,726-50.0% | $92,233-68.2% | $62,292-52.9% |
| Participation rate | 39.1% | 68.3%-29.2pp | 76.5%-37.4pp | 69.5%-30.4pp |
| Annual return | 10.75% | 43.62%-32.9pp | 176.28%-165.5pp | 28.90%-18.1pp |
| Employer contribution / active EE | $996 | $2,392-58.4% | $3,679-72.9% | $2,042-51.2% |
| Participant deferral / active EE | $1,309 | $2,766-52.7% | $3,897-66.4% | $3,169-58.7% |
| Admin fee / account holder | $114 | $556-79.4% | $5,194-97.8% | $479-76.1% |