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 | $85,527 |
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 | $164,713 | $89,436+84.2% | $164,813-0.1% | $77,643+112.1% |
| Participation rate | 98.9% | 78.6%+20.3pp | 78.6%+20.3pp | 70.6%+28.3pp |
| Annual return | 13.37% | 28.83%-15.5pp | 69.93%-56.6pp | 31.24%-17.9pp |
| Employer contribution / active EE | $3,658 | $2,569+42.4% | $4,341-15.7% | $2,726+34.2% |
| Participant deferral / active EE | $8,358 | $4,897+70.7% | $6,031+38.6% | $4,647+79.9% |
| Admin fee / account holder | $150 | $339-55.7% | $12,690-98.8% | $430-65.1% |