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 | $31,913 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $19,980 |
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 | $49,089 | $79,013-37.9% | $100,391-51.1% | $74,495-34.1% |
| Participation rate | 95.4% | 79.5%+16.0pp | 81.5%+13.9pp | 67.2%+28.2pp |
| Annual return | 16.20% | 20.41%-4.2pp | 49.20%-33.0pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,393 | $3,021-53.9% | $3,942-64.7% | $2,623-46.9% |
| Participant deferral / active EE | $8,071 | $7,760+4.0% | $8,082-0.1% | $4,346+85.7% |
| Admin fee / account holder | $201 | $1,320-84.8% | $7,899-97.5% | $1,942-89.6% |