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 7-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 | $38,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,488 | $30,302-42.3% | $58,482-70.1% | $103,482-83.1% |
| Participation rate | 1.8% | 29.5%-27.7pp | 50.9%-49.0pp | 73.3%-71.4pp |
| Annual return | 18.05% | 19.69%-1.6pp | 4239.32%-4221.3pp | 33.11%-15.1pp |
| Employer contribution / active EE | $0 | $512-100.0% | $1,053-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $52 | $1,170-95.6% | $1,924-97.3% | $5,207-99.0% |
| Admin fee / account holder | $218 | $109+100.2% | $2,516-91.3% | $114+90.7% |