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 | $89,232 |
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 | $127,612 | $71,142+79.4% | $119,609+6.7% | $64,808+96.9% |
| Participation rate | 98.5% | 78.6%+19.8pp | 79.3%+19.2pp | 71.5%+27.0pp |
| Annual return | -14.08% | -10.01%-4.1pp | -14.97%+0.9pp | 32.82%-46.9pp |
| Employer contribution / active EE | $3,491 | $2,497+39.8% | $4,232-17.5% | $2,506+39.3% |
| Participant deferral / active EE | $7,810 | $4,490+73.9% | $5,602+39.4% | $4,310+81.2% |
| Admin fee / account holder | $153 | $162-5.4% | $10,323-98.5% | $188-18.4% |