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 | $18,943 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,263 | $89,652-81.9% | $141,162-88.5% | $65,185-75.1% |
| Participation rate | 69.8% | 74.7%-4.9pp | 82.5%-12.7pp | 70.2%-0.4pp |
| Annual return | 40.09% | 32.79%+7.3pp | 71.39%-31.3pp | 29.38%+10.7pp |
| Employer contribution / active EE | $1,732 | $3,065-43.5% | $4,735-63.4% | $2,177-20.4% |
| Participant deferral / active EE | $2,647 | $5,691-53.5% | $6,709-60.6% | $3,514-24.7% |
| Admin fee / account holder | $141 | $569-75.2% | $10,261-98.6% | $847-83.4% |