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 | $139,728 |
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 | $68,270 | $44,626+53.0% | $86,188-20.8% | $80,160-14.8% |
| Participation rate | 23.6% | 63.5%-40.0pp | 69.0%-45.4pp | 72.9%-49.4pp |
| Annual return | 21.58% | 19.61%+2.0pp | 1168.45%-1146.9pp | 40.38%-18.8pp |
| Employer contribution / active EE | $755 | $1,099-31.3% | $2,380-68.3% | $2,978-74.6% |
| Participant deferral / active EE | $1,692 | $2,769-38.9% | $3,985-57.5% | $5,017-66.3% |
| Admin fee / account holder | $84 | $133-37.2% | $6,852-98.8% | $145-42.3% |