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 06-1050034 | Contract Administrator | $6,081 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,817 | $84,936-19.0% | $111,297-38.2% | $79,386-13.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 9.48% | 17.45%-8.0pp | 54.65%-45.2pp | 116.85%-107.4pp |
| Employer contribution / active EE | $3,020 | $1,979+52.6% | $2,731+10.6% | $2,427+24.4% |
| Participant deferral / active EE | $2,638 | $3,888-32.2% | $4,487-41.2% | $4,046-34.8% |
| Admin fee / account holder | $32 | $537-94.0% | $7,964-99.6% | $626-94.9% |