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 | $9,356 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,984 | $73,102-56.2% | $123,544-74.1% | $56,287-43.2% |
| Participation rate | 92.2% | 74.3%+17.9pp | 82.3%+10.0pp | 69.9%+22.4pp |
| Annual return | -3.32% | 3.01%-6.3pp | 119.20%-122.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $10 | $2,977-99.7% | $4,628-99.8% | $2,111-99.5% |
| Participant deferral / active EE | $5,716 | $5,423+5.4% | $6,426-11.0% | $3,350+70.6% |
| Admin fee / account holder | $69 | $554-87.6% | $9,284-99.3% | $521-86.8% |