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 | $54,928 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $29,649 |
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 | $29,249 | $50,127-41.7% | $149,673-80.5% | $80,160-63.5% |
| Participation rate | 20.5% | 64.3%-43.8pp | 78.8%-58.3pp | 72.9%-52.5pp |
| Annual return | 22.41% | 29.82%-7.4pp | 134.42%-112.0pp | 40.38%-18.0pp |
| Employer contribution / active EE | $467 | $1,865-74.9% | $4,818-90.3% | $2,978-84.3% |
| Participant deferral / active EE | $1,087 | $3,194-66.0% | $5,680-80.9% | $5,017-78.3% |
| Admin fee / account holder | $210 | $153+37.9% | $13,210-98.4% | $145+45.2% |