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 | $32,489 |
Service code 49 · EIN 74-2794194 | Other Services | $25,775 |
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 | $33,332 | $112,750-70.4% | $103,464-67.8% | $74,546-55.3% |
| Participation rate | 77.5% | 80.9%-3.4pp | 80.5%-3.0pp | 67.2%+10.3pp |
| Annual return | 19.67% | 23.22%-3.5pp | 23.91%-4.2pp | 1366.03%-1346.4pp |
| Employer contribution / active EE | $2,225 | $4,880-54.4% | $4,677-52.4% | $2,624-15.2% |
| Participant deferral / active EE | $3,985 | $7,289-45.3% | $6,624-39.8% | $4,347-8.3% |
| Admin fee / account holder | $167 | $1,702-90.2% | $9,410-98.2% | $1,944-91.4% |