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 41-0417830 | Contract Administrator | $12,799 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,536 | $72,277-84.0% | $101,248-88.6% | $79,858-85.6% |
| Participation rate | 95.9% | 68.5%+27.5pp | 75.8%+20.1pp | 69.6%+26.3pp |
| Annual return | 14.80% | 22.30%-7.5pp | 46.47%-31.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $10,799 | $2,692+301.2% | $3,660+195.1% | $2,471+337.1% |
| Participant deferral / active EE | $1,866 | $3,282-43.1% | $4,370-57.3% | $3,740-50.1% |
| Admin fee / account holder | $71 | $4,400-98.4% | $5,945-98.8% | $5,306-98.7% |