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 | $54,341 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,075 | $56,485+31.1% | $185,823-60.1% | $86,799-14.7% |
| Participation rate | 65.8% | 65.5%+0.3pp | 81.7%-15.9pp | 72.3%-6.5pp |
| Annual return | 13.17% | 118.04%-104.9pp | 122.05%-108.9pp | 97.91%-84.7pp |
| Employer contribution / active EE | $1,021 | $1,843-44.6% | $5,167-80.2% | $2,405-57.6% |
| Participant deferral / active EE | $2,181 | $2,553-14.6% | $5,568-60.8% | $4,131-47.2% |
| Admin fee / account holder | $167 | $150+11.4% | $16,237-99.0% | $170-1.7% |