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 | $53,215 |
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 | $123,911 | $71,516+73.3% | $98,439+25.9% | $71,457+73.4% |
| Participation rate | 96.5% | 72.7%+23.8pp | 75.2%+21.4pp | 67.9%+28.6pp |
| Annual return | 17.15% | 32.41%-15.3pp | 21.16%-4.0pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,631 | $2,399-32.0% | $3,048-46.5% | $2,588-37.0% |
| Participant deferral / active EE | $8,393 | $4,109+104.3% | $4,738+77.1% | $4,289+95.7% |
| Admin fee / account holder | $237 | $1,675-85.9% | $8,948-97.4% | $1,587-85.1% |