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 | $37,610 |
401(K) ADVISORS INC7 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,475 | $96,018-61.0% | $65,493-42.8% | $85,563-56.2% |
| Participation rate | 51.9% | 74.8%-22.9pp | 73.1%-21.2pp | 66.0%-14.0pp |
| Annual return | 16.07% | 14.51%+1.6pp | 982.45%-966.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $2,988 | $3,235-7.6% | $2,574+16.1% | $2,654+12.6% |
| Participant deferral / active EE | $1,313 | $4,055-67.6% | $3,961-66.8% | $4,375-70.0% |
| Admin fee / account holder | $85 | $271-68.8% | $5,028-98.3% | $834-89.9% |