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 23-2383285 | Contract Administrator | $7,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,954 | $46,100-24.2% | $86,590-59.6% | $69,631-49.8% |
| Participation rate | 55.7% | 67.2%-11.5pp | 73.5%-17.8pp | 70.7%-15.0pp |
| Annual return | 20.26% | 21.02%-0.8pp | 964.84%-944.6pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $814 | $1,850-56.0% | $2,839-71.3% | $2,032-60.0% |
| Participant deferral / active EE | $3,643 | $2,432+49.8% | $3,609+0.9% | $3,224+13.0% |
| Admin fee / account holder | $26 | $94-72.0% | $4,906-99.5% | $110-76.2% |