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 41-0417830 | Contract Administrator | $6,403 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,099 | $84,487-40.7% | $125,339-60.0% | $66,914-25.1% |
| Participation rate | 78.5% | 76.4%+2.0pp | 82.4%-3.9pp | 69.8%+8.7pp |
| Annual return | -19.83% | -8.39%-11.4pp | 572.05%-591.9pp | 1.58%-21.4pp |
| Employer contribution / active EE | $3,345 | $3,553-5.9% | $4,814-30.5% | $2,544+31.5% |
| Participant deferral / active EE | $6,921 | $6,781+2.1% | $7,446-7.1% | $4,237+63.3% |
| Admin fee / account holder | $41 | $685-94.0% | $10,010-99.6% | $593-93.1% |