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 | $174,690 |
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 | $78,975 | $105,190-24.9% | $98,907-20.2% | $90,288-12.5% |
| Participation rate | 94.2% | 86.4%+7.8pp | 76.0%+18.2pp | 73.4%+20.8pp |
| Annual return | 21.36% | 18.52%+2.8pp | 196.43%-175.1pp | 53.97%-32.6pp |
| Employer contribution / active EE | $3,589 | $3,831-6.3% | $2,689+33.5% | $2,524+42.2% |
| Participant deferral / active EE | $9,191 | $5,616+63.7% | $4,244+116.5% | $4,232+117.2% |
| Admin fee / account holder | $88 | $97-9.4% | $6,642-98.7% | $114-22.7% |