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 34-1781113 | Contract Administrator | $8,498 |
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 | $55,263 | $46,297+19.4% | $71,671-22.9% | $62,292-11.3% |
| Participation rate | 90.3% | 60.6%+29.7pp | 68.7%+21.5pp | 69.5%+20.8pp |
| Annual return | 15.35% | 22.32%-7.0pp | 20.65%-5.3pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,306 | $1,412-7.5% | $2,460-46.9% | $2,042-36.0% |
| Participant deferral / active EE | $1,428 | $2,235-36.1% | $3,438-58.5% | $3,169-54.9% |
| Admin fee / account holder | $77 | $461-83.4% | $5,558-98.6% | $479-84.0% |