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 42-0127290 | Contract Administrator | $26,335 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $33,903 | $43,504-22.1% | $68,793-50.7% | $56,287-39.8% |
| Participation rate | 99.5% | 67.8%+31.7pp | 72.2%+27.3pp | 69.9%+29.7pp |
| Annual return | 12.75% | -3.15%+15.9pp | -4.63%+17.4pp | -9.96%+22.7pp |
| Employer contribution / active EE | $6,728 | $1,525+341.1% | $2,625+156.3% | $2,111+218.7% |
| Participant deferral / active EE | $8,240 | $2,509+228.4% | $3,311+148.9% | $3,350+146.0% |
| Admin fee / account holder | $115 | $515-77.7% | $5,131-97.8% | $521-77.9% |