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 3-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 | $42,218 |
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 | $34,899 | $52,208-33.2% | $86,612-59.7% | $74,419-53.1% |
| Participation rate | 53.6% | 66.3%-12.7pp | 71.7%-18.1pp | 70.7%-17.2pp |
| Annual return | 56.12% | 44.46%+11.7pp | 591.07%-534.9pp | 34.38%+21.7pp |
| Employer contribution / active EE | $3,752 | $2,282+64.4% | $3,022+24.1% | $2,637+42.3% |
| Participant deferral / active EE | $3,211 | $3,383-5.1% | $4,438-27.6% | $4,528-29.1% |
| Admin fee / account holder | $90 | $319-71.7% | $5,614-98.4% | $348-74.1% |