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 | $6,225 |
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 | $39,083 | $55,182-29.2% | $73,307-46.7% | $55,191-29.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 74.9%+25.1pp | 69.2%+30.8pp |
| Annual return | 0.38% | 8.55%-8.2pp | 5.67%-5.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $726 | $1,935-62.5% | $3,237-77.6% | $1,899-61.8% |
| Participant deferral / active EE | $2,468 | $4,641-46.8% | $4,991-50.6% | $3,046-19.0% |
| Admin fee / account holder | $10 | $68-86.1% | $5,637-99.8% | $91-89.5% |