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 | $7,339 |
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 | $22,371 | $62,928-64.5% | $172,739-87.0% | $67,579-66.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 20.85% | 30.36%-9.5pp | 802.84%-782.0pp | 378.56%-357.7pp |
| Employer contribution / active EE | $1,560 | $1,636-4.6% | $5,143-69.7% | $2,148-27.4% |
| Participant deferral / active EE | $2,268 | $2,145+5.7% | $5,198-56.4% | $3,539-35.9% |
| Admin fee / account holder | $18 | $167-89.4% | $13,954-99.9% | $142-87.6% |