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 8-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 | $50 |
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).
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 | $15,052 | $79,694-81.1% | $96,139-84.3% | $79,386-81.0% |
| Participation rate | 16.7% | 54.0%-37.3pp | 68.4%-51.8pp | 70.7%-54.0pp |
| Annual return | 62.41% | 40.84%+21.6pp | 191.94%-129.5pp | 116.85%-54.4pp |
| Employer contribution / active EE | $277 | $1,443-80.8% | $2,797-90.1% | $2,427-88.6% |
| Participant deferral / active EE | $588 | $2,539-76.8% | $4,349-86.5% | $4,046-85.5% |
| Admin fee / account holder | $2 | $630-99.7% | $5,537-100.0% | $626-99.7% |