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 42-0127290 | Contract Administrator | $144,881 |
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 | $78,467 | $106,028-26.0% | $146,958-46.6% | $77,643+1.1% |
| Participation rate | 99.1% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 15.36% | 56.73%-41.4pp | 418.34%-403.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $3,364 | $4,063-17.2% | $4,933-31.8% | $2,726+23.4% |
| Participant deferral / active EE | $12,262 | $7,990+53.5% | $8,070+51.9% | $4,647+163.9% |
| Admin fee / account holder | $98 | $337-71.0% | $12,998-99.2% | $430-77.3% |