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 | $7,327 |
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 | $62,480 | $104,475-40.2% | $159,436-60.8% | $79,386-21.3% |
| Participation rate | 94.6% | 76.6%+17.9pp | 82.8%+11.7pp | 70.7%+23.9pp |
| Annual return | 20.74% | 67.95%-47.2pp | 263.57%-242.8pp | 116.85%-96.1pp |
| Employer contribution / active EE | $2,809 | $3,417-17.8% | $4,829-41.8% | $2,427+15.7% |
| Participant deferral / active EE | $8,231 | $6,467+27.3% | $7,352+12.0% | $4,046+103.5% |
| Admin fee / account holder | $34 | $711-95.2% | $10,799-99.7% | $626-94.5% |