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 6-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 | $46,493 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $26,448 |
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 | $24,750 | $46,292-46.5% | $143,757-82.8% | $64,808-61.8% |
| Participation rate | 24.5% | 64.2%-39.8pp | 80.3%-55.9pp | 71.5%-47.0pp |
| Annual return | -14.74% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $626 | $1,910-67.2% | $4,951-87.4% | $2,506-75.0% |
| Participant deferral / active EE | $1,482 | $2,646-44.0% | $5,637-73.7% | $4,310-65.6% |
| Admin fee / account holder | $205 | $154+33.2% | $14,673-98.6% | $188+9.1% |