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 | $9,893 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,593 | $76,050-34.8% | $96,544-48.6% | $71,457-30.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 12.59% | 22.81%-10.2pp | 25.84%-13.2pp | 28.85%-16.3pp |
| Employer contribution / active EE | $3,241 | $2,244+44.4% | $2,965+9.3% | $2,588+25.2% |
| Participant deferral / active EE | $2,652 | $4,215-37.1% | $4,851-45.3% | $4,289-38.2% |
| Admin fee / account holder | $35 | $2,707-98.7% | $8,252-99.6% | $1,587-97.8% |