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 | $82,312 |
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 | $147,588 | $91,372+61.5% | $129,995+13.5% | $74,419+98.3% |
| Participation rate | 97.7% | 77.8%+19.9pp | 78.5%+19.2pp | 70.7%+27.0pp |
| Annual return | 17.51% | 23.21%-5.7pp | -137.18%+154.7pp | 34.38%-16.9pp |
| Employer contribution / active EE | $3,317 | $2,563+29.4% | $4,320-23.2% | $2,637+25.8% |
| Participant deferral / active EE | $7,832 | $4,721+65.9% | $5,820+34.6% | $4,528+73.0% |
| Admin fee / account holder | $139 | $283-51.1% | $10,614-98.7% | $348-60.2% |