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 | $82,660 |
Service code 27 · EIN 23-2748550 | Advisory (Plan) | $21,159 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,272 | $40,278-84.4% | $80,569-92.2% | $80,160-92.2% |
| Participation rate | 74.3% | 47.5%+26.8pp | 67.0%+7.3pp | 72.9%+1.4pp |
| Annual return | 54.25% | 50.86%+3.4pp | 935.43%-881.2pp | 40.38%+13.9pp |
| Employer contribution / active EE | $0 | $1,332-100.0% | $2,723-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,221 | $2,696-54.7% | $4,447-72.5% | $5,017-75.7% |
| Admin fee / account holder | $77 | $210-63.2% | $5,377-98.6% | $145-46.6% |