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 10-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 | $47,083 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,298 | $62,928-26.4% | $172,739-73.2% | $67,579-31.5% |
| Participation rate | 69.4% | 64.5%+4.9pp | 82.6%-13.3pp | 71.3%-1.9pp |
| Annual return | 20.10% | 30.36%-10.3pp | 802.84%-782.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $2,394 | $1,636+46.3% | $5,143-53.4% | $2,148+11.5% |
| Participant deferral / active EE | $1,373 | $2,145-36.0% | $5,198-73.6% | $3,539-61.2% |
| Admin fee / account holder | $120 | $167-28.1% | $13,954-99.1% | $142-15.8% |