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 27 · EIN 47-1411118 | Advisory (Plan) | $22,889 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,245 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,192 | $136,791-56.7% | $133,956-55.8% | - |
| Participation rate | 91.9% | 70.8%+21.1pp | 79.8%+12.1pp | - |
| Annual return | 18.51% | 9.25%+9.3pp | 45.09%-26.6pp | - |
| Employer contribution / active EE | $134 | $2,431-94.5% | $3,919-96.6% | - |
| Participant deferral / active EE | $3,860 | $3,586+7.7% | $5,048-23.5% | - |
| Admin fee / account holder | $141 | $8,409-98.3% | $8,927-98.4% | - |