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 3-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 | $6,878 |
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 | $130,714 | $110,282+18.5% | $102,438+27.6% | $199,768-34.6% |
| Participation rate | 65.3% | 86.3%-20.9pp | 76.5%-11.1pp | 72.0%-6.7pp |
| Annual return | 12.67% | 35.75%-23.1pp | 29.37%-16.7pp | 34.26%-21.6pp |
| Employer contribution / active EE | $2,529 | $3,603-29.8% | $3,024-16.3% | $3,037-16.7% |
| Participant deferral / active EE | $5,651 | $6,376-11.4% | $5,054+11.8% | $5,090+11.0% |
| Admin fee / account holder | $122 | $1220% | $9,448-98.7% | $269-54.5% |