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 49 · EIN 13-4023176 | Other Services | $16,496 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,823 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,849 | $55,453-15.5% | $170,442-72.5% | $62,292-24.8% |
| Participation rate | 84.6% | 66.4%+18.2pp | 83.6%+1.0pp | 69.5%+15.1pp |
| Annual return | 14.58% | 21.38%-6.8pp | 205.93%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,744 | $2,164+26.8% | $5,433-49.5% | $2,042+34.3% |
| Participant deferral / active EE | $5,700 | $2,303+147.5% | $4,939+15.4% | $3,169+79.9% |
| Admin fee / account holder | $36 | $455-92.2% | $13,880-99.7% | $479-92.6% |