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 | $25,895 |
Participant 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 | $17,596 | $81,537-78.4% | $149,718-88.2% | $69,631-74.7% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.1%+12.2pp | 70.7%+28.6pp |
| Annual return | 22.94% | 22.79%+0.2pp | 1501.63%-1478.7pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $1,960 | $3,239-39.5% | $5,445-64.0% | $2,032-3.6% |
| Participant deferral / active EE | $2,770 | $4,994-44.5% | $6,569-57.8% | $3,224-14.1% |
| Admin fee / account holder | $50 | $107-52.9% | $11,283-99.6% | $110-54.5% |