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 06-1050034 | Contract Administrator | $1,156 |
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 | $150,888 | $65,376+130.8% | $87,100+73.2% | $65,185+131.5% |
| Participation rate | 80.0% | 75.3%+4.7pp | 76.9%+3.1pp | 70.2%+9.8pp |
| Annual return | 23.42% | 31.27%-7.9pp | 28.19%-4.8pp | 29.38%-6.0pp |
| Employer contribution / active EE | $1,362 | $1,822-25.3% | $2,521-46.0% | $2,177-37.4% |
| Participant deferral / active EE | $5,571 | $3,388+64.4% | $4,049+37.6% | $3,514+58.6% |
| Admin fee / account holder | $10 | $520-98.1% | $7,497-99.9% | $847-98.8% |