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 | $4,233 |
Employer contribution per participant 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 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 | $8,261 | $63,299-86.9% | $91,001-90.9% | $62,292-86.7% |
| Participation rate | 93.2% | 73.3%+19.9pp | 75.6%+17.6pp | 69.5%+23.7pp |
| Annual return | 29.66% | 20.99%+8.7pp | 4.60%+25.1pp | 28.90%+0.8pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,007 | $2,943-31.8% | $3,547-43.4% | $3,169-36.7% |
| Admin fee / account holder | $32 | $468-93.2% | $5,417-99.4% | $479-93.4% |