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 9-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 | $16,738 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 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 | $5,298 | $46,722-88.7% | $130,648-95.9% | $65,185-91.9% |
| Participation rate | 84.6% | 60.9%+23.6pp | 71.7%+12.8pp | 70.2%+14.4pp |
| Annual return | 30.82% | 24.17%+6.7pp | 1708.96%-1678.1pp | 29.38%+1.4pp |
| Employer contribution / active EE | $59 | $1,488-96.1% | $4,092-98.6% | $2,177-97.3% |
| Participant deferral / active EE | $1,980 | $2,545-22.2% | $3,603-45.0% | $3,514-43.6% |
| Admin fee / account holder | $122 | $453-73.0% | $5,464-97.8% | $847-85.6% |