Filed May 31, 2023
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 | $3,614 |
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 | $43,708 | $59,159-26.1% | $159,960-72.7% | $66,914-34.7% |
| Participation rate | 95.9% | 68.1%+27.8pp | 78.0%+17.9pp | 69.8%+26.1pp |
| Annual return | -14.44% | -12.26%-2.2pp | 408.60%-423.0pp | 1.58%-16.0pp |
| Employer contribution / active EE | $3,941 | $1,983+98.8% | $4,226-6.7% | $2,544+54.9% |
| Participant deferral / active EE | $8,096 | $4,395+84.2% | $6,182+31.0% | $4,237+91.1% |
| Admin fee / account holder | $276 | $591-53.3% | $8,698-96.8% | $593-53.4% |