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 5-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 | $23,697 |
Service code 49 · EIN 93-0987232 | Other Services | $14,280 |
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 | $31,263 | $84,487-63.0% | $125,339-75.1% | $66,914-53.3% |
| Participation rate | 75.7% | 76.4%-0.7pp | 82.4%-6.7pp | 69.8%+5.9pp |
| Annual return | -11.08% | -8.39%-2.7pp | 572.05%-583.1pp | 1.58%-12.7pp |
| Employer contribution / active EE | $2,947 | $3,553-17.1% | $4,814-38.8% | $2,544+15.8% |
| Participant deferral / active EE | $6,409 | $6,781-5.5% | $7,446-13.9% | $4,237+51.3% |
| Admin fee / account holder | $173 | $685-74.7% | $10,010-98.3% | $593-70.8% |