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 | $21,193 |
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 | $49,523 | $48,335+2.5% | $121,098-59.1% | $71,457-30.7% |
| Participation rate | 64.9% | 54.3%+10.7pp | 69.5%-4.5pp | 67.9%-3.0pp |
| Annual return | 16.18% | 23.32%-7.1pp | 985.75%-969.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,928 | $1,489+29.5% | $4,164-53.7% | $2,588-25.5% |
| Participant deferral / active EE | $4,344 | $2,754+57.7% | $4,080+6.5% | $4,289+1.3% |
| Admin fee / account holder | $89 | $1,841-95.2% | $5,644-98.4% | $1,587-94.4% |