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 9-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 | $185,462 |
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 | $65,616 | $66,457-1.3% | $81,382-19.4% | $77,643-15.5% |
| Participation rate | 96.1% | 68.7%+27.4pp | 69.5%+26.6pp | 70.6%+25.5pp |
| Annual return | 14.62% | 15.93%-1.3pp | 24.73%-10.1pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,365 | $2,159-36.8% | $2,463-44.6% | $2,726-49.9% |
| Participant deferral / active EE | $4,531 | $3,679+23.1% | $3,883+16.7% | $4,647-2.5% |
| Admin fee / account holder | $159 | $583-72.7% | $5,768-97.2% | $430-63.1% |