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 | $43,232 |
Service code 49 · EIN 41-0973005 | Other Services | $13,499 |
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 | $26,155 | $82,202-68.2% | $125,339-79.1% | $64,808-59.6% |
| Participation rate | 95.8% | 77.9%+17.9pp | 82.4%+13.4pp | 71.5%+24.3pp |
| Annual return | 11.65% | 3.48%+8.2pp | 572.05%-560.4pp | 32.82%-21.2pp |
| Employer contribution / active EE | $2,075 | $3,615-42.6% | $4,814-56.9% | $2,506-17.2% |
| Participant deferral / active EE | $5,071 | $7,175-29.3% | $7,446-31.9% | $4,310+17.6% |
| Admin fee / account holder | $143 | $163-12.6% | $10,010-98.6% | $188-24.0% |