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 | $32,049 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,265 | $77,660-68.8% | $109,143-77.8% | $79,386-69.4% |
| Participation rate | 82.9% | 67.8%+15.1pp | 75.9%+7.0pp | 70.7%+12.2pp |
| Annual return | 11.39% | 23.44%-12.0pp | 25.75%-14.4pp | 116.85%-105.5pp |
| Employer contribution / active EE | $1,410 | $2,797-49.6% | $3,722-62.1% | $2,427-41.9% |
| Participant deferral / active EE | $3,797 | $3,518+7.9% | $4,653-18.4% | $4,046-6.1% |
| Admin fee / account holder | $269 | $732-63.2% | $6,752-96.0% | $626-57.0% |