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 8-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 | $8,693 |
FARMER & BETTS1 year Service code 13 · EIN 94-3322438 | Contract Administrator | $1,250 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $40,631 | $95,416-57.4% | $185,823-78.1% | $85,850-52.7% |
| Participation rate | 47.1% | 68.8%-21.7pp | 81.7%-34.6pp | 69.3%-22.3pp |
| Annual return | 23.32% | 23.59%-0.3pp | 122.05%-98.7pp | 318.53%-295.2pp |
| Employer contribution / active EE | $673 | $3,314-79.7% | $5,167-87.0% | $2,565-73.8% |
| Participant deferral / active EE | $1,855 | $3,423-45.8% | $5,568-66.7% | $3,952-53.1% |
| Admin fee / account holder | $188 | $7,213-97.4% | $16,237-98.8% | $6,260-97.0% |