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 | $45,663 |
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 | $74,070 | $47,126+57.2% | $149,673-50.5% | $74,419-0.5% |
| Participation rate | 48.6% | 63.4%-14.8pp | 78.8%-30.1pp | 70.7%-22.1pp |
| Annual return | 14.75% | 22.75%-8.0pp | 134.42%-119.7pp | 34.38%-19.6pp |
| Employer contribution / active EE | $787 | $1,905-58.7% | $4,818-83.7% | $2,637-70.1% |
| Participant deferral / active EE | $1,601 | $2,728-41.3% | $5,680-71.8% | $4,528-64.6% |
| Admin fee / account holder | $167 | $343-51.4% | $13,210-98.7% | $348-52.1% |