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 | $82,185 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,245 | $74,024-1.1% | $77,999-6.1% | $57,658+27.0% |
| Participation rate | 82.6% | 79.7%+2.9pp | 75.5%+7.1pp | 70.2%+12.4pp |
| Annual return | -2.12% | 12.14%-14.3pp | 425.96%-428.1pp | 5.13%-7.3pp |
| Employer contribution / active EE | $3,338 | $2,365+41.1% | $2,470+35.1% | $1,974+69.1% |
| Participant deferral / active EE | $9,577 | $3,533+171.1% | $3,497+173.9% | $3,061+212.9% |
| Admin fee / account holder | $96 | $93+3.4% | $5,480-98.2% | $95+2.0% |