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 | $115,992 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $45,000 |
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 | $36,919 | $56,095-34.2% | $178,490-79.3% | $90,288-59.1% |
| Participation rate | 77.2% | 65.6%+11.7pp | 81.9%-4.7pp | 73.4%+3.9pp |
| Annual return | 22.05% | 28.81%-6.8pp | 151.07%-129.0pp | 53.97%-31.9pp |
| Employer contribution / active EE | $477 | $1,572-69.7% | $5,011-90.5% | $2,524-81.1% |
| Participant deferral / active EE | $3,388 | $2,669+26.9% | $5,202-34.9% | $4,232-20.0% |
| Admin fee / account holder | $94 | $101-7.0% | $13,984-99.3% | $114-17.9% |