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 | $43,288 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $22,442 |
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 | $44,980 | $44,9840% | $85,009-47.1% | $74,546-39.7% |
| Participation rate | 60.3% | 49.4%+10.9pp | 67.5%-7.2pp | 67.2%-6.9pp |
| Annual return | 17.23% | 26.25%-9.0pp | 66.47%-49.2pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $2,476 | $1,458+69.8% | $2,728-9.2% | $2,624-5.6% |
| Participant deferral / active EE | $4,637 | $2,733+69.6% | $4,522+2.5% | $4,347+6.7% |
| Admin fee / account holder | $289 | $2,208-86.9% | $6,153-95.3% | $1,944-85.2% |