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 | $20,019 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $6,233 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,091 | $73,004-82.1% | $90,749-85.6% | $68,494-80.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -19.53% | -13.81%-5.7pp | -12.16%-7.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,336 | $2,193-39.1% | $2,921-54.3% | $2,596-48.5% |
| Participant deferral / active EE | $1,586 | $3,627-56.3% | $4,564-65.2% | $4,027-60.6% |
| Admin fee / account holder | $285 | $5,896-95.2% | $8,445-96.6% | $5,403-94.7% |