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 | $23,011 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,243 | $69,362-70.8% | $101,248-80.0% | $73,488-72.5% |
| Participation rate | 72.7% | 68.4%+4.3pp | 75.8%-3.1pp | 70.7%+2.0pp |
| Annual return | 14.97% | 18.46%-3.5pp | 46.47%-31.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,155 | $2,628-56.1% | $3,660-68.4% | $2,270-49.1% |
| Participant deferral / active EE | $2,254 | $3,300-31.7% | $4,370-48.4% | $3,740-39.7% |
| Admin fee / account holder | $198 | $704-71.8% | $5,945-96.7% | $513-61.3% |