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 35-1140070 | Contract Administrator | $13 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,341 | $82,664+86.7% | $125,339+23.1% | $68,494+125.3% |
| Participation rate | 67.4% | 75.0%-7.6pp | 82.4%-14.9pp | 67.9%-0.4pp |
| Annual return | -25.32% | -5.97%-19.4pp | 572.05%-597.4pp | -7.84%-17.5pp |
| Employer contribution / active EE | $46 | $3,381-98.6% | $4,814-99.0% | $2,596-98.2% |
| Participant deferral / active EE | $11,947 | $6,110+95.5% | $7,446+60.4% | $4,027+196.7% |
| Admin fee / account holder | $4 | $6,275-99.9% | $10,010-100.0% | $5,403-99.9% |