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 | $26,012 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,589 | $79,013-34.7% | $100,391-48.6% | $74,495-30.7% |
| Participation rate | 93.2% | 79.5%+13.7pp | 81.5%+11.7pp | 67.2%+26.0pp |
| Annual return | 20.43% | 20.41%0pp | 49.20%-28.8pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $25 | $3,021-99.2% | $3,942-99.4% | $2,623-99.0% |
| Participant deferral / active EE | $10,370 | $7,760+33.6% | $8,082+28.3% | $4,346+138.6% |
| Admin fee / account holder | $150 | $1,320-88.7% | $7,899-98.1% | $1,942-92.3% |