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 | $57,246 |
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 | $149,331 | $78,485+90.3% | $106,213+40.6% | $74,495+100.5% |
| Participation rate | 94.5% | 72.8%+21.7pp | 75.3%+19.3pp | 67.2%+27.3pp |
| Annual return | 27.67% | 15.95%+11.7pp | 116.14%-88.5pp | 1364.94%-1337.3pp |
| Employer contribution / active EE | $1,443 | $2,523-42.8% | $3,171-54.5% | $2,623-45.0% |
| Participant deferral / active EE | $8,730 | $4,322+102.0% | $5,016+74.0% | $4,346+100.9% |
| Admin fee / account holder | $252 | $2,232-88.7% | $11,033-97.7% | $1,942-87.0% |