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 5-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 | $19,496 |
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 | $9,363 | $56,317-83.4% | $71,209-86.9% | $74,304-87.4% |
| Participation rate | 99.2% | 55.1%+44.1pp | 73.8%+25.5pp | 60.3%+38.9pp |
| Annual return | 18.05% | 42.83%-24.8pp | 282.51%-264.5pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,748 | $2,160-19.1% | $2,721-35.7% | $2,241-22.0% |
| Participant deferral / active EE | $1,723 | $2,788-38.2% | $4,175-58.7% | $3,767-54.3% |
| Admin fee / account holder | $70 | $2,290-96.9% | $5,349-98.7% | $2,969-97.6% |