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 | $97,770 |
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 | $36,868 | $87,125-57.7% | $108,410-66.0% | $86,799-57.5% |
| Participation rate | 94.0% | 80.5%+13.5pp | 80.1%+13.9pp | 72.3%+21.8pp |
| Annual return | 37.27% | 25.21%+12.1pp | 905.27%-868.0pp | 97.91%-60.6pp |
| Employer contribution / active EE | $4,310 | $2,477+74.0% | $3,558+21.1% | $2,405+79.2% |
| Participant deferral / active EE | $7,894 | $6,944+13.7% | $6,563+20.3% | $4,131+91.1% |
| Admin fee / account holder | $120 | $130-8.0% | $7,295-98.4% | $170-29.3% |