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 | $6,204 |
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 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 | $108,270 | $55,706+94.4% | $75,886+42.7% | $72,985+48.3% |
| Participation rate | 65.9% | 61.1%+4.8pp | 69.3%-3.4pp | 69.5%-3.6pp |
| Annual return | 23.47% | 27.59%-4.1pp | 30.76%-7.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $801 | $1,687-52.5% | $2,500-68.0% | $2,440-67.2% |
| Participant deferral / active EE | $3,712 | $2,634+40.9% | $3,603+3.0% | $3,607+2.9% |
| Admin fee / account holder | $256 | $3,978-93.6% | $5,418-95.3% | $5,124-95.0% |