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 35-1140070 | Contract Administrator | $45,040 |
Service code 13 · EIN 84-4271533 | Contract Administrator | $26,752 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,380 |
MORNINGSTAR1 year Service code 26 · EIN 36-4317381 | Advisory (Participants) | $722 |
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 | $29,472 | $52,293-43.6% | $178,490-83.5% | $73,409-59.9% |
| Participation rate | 88.8% | 65.3%+23.4pp | 81.9%+6.8pp | 72.2%+16.6pp |
| Annual return | 38.24% | 34.75%+3.5pp | 151.07%-112.8pp | 59.29%-21.1pp |
| Employer contribution / active EE | $679 | $1,735-60.9% | $5,011-86.5% | $2,234-69.6% |
| Participant deferral / active EE | $3,609 | $2,332+54.7% | $5,202-30.6% | $3,805-5.2% |
| Admin fee / account holder | $106 | $127-17.1% | $13,984-99.2% | $158-33.1% |