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 | $842 |
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 | $11,192 | $34,677-67.7% | $77,024-85.5% | $64,808-82.7% |
| Participation rate | 5.3% | 49.8%-44.5pp | 67.9%-62.6pp | 71.5%-66.1pp |
| Annual return | 0.00% | -5.33%+5.3pp | 42.32%-42.3pp | 32.82%-32.8pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $644 | $2,556-74.8% | $4,426-85.4% | $4,310-85.1% |
| Admin fee / account holder | $44 | $179-75.1% | $5,425-99.2% | $188-76.4% |