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 | $90,601 |
Filed as: INVESTMENT RESEARCH & AD Service code 27 · EIN 59-1989031 | Advisory (Plan) | $56,361 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,026 | $56,503+20.4% | $70,092-2.9% | $64,808+5.0% |
| Participation rate | 96.2% | 70.5%+25.8pp | 70.5%+25.8pp | 71.5%+24.8pp |
| Annual return | -68.60% | -13.44%-55.2pp | 190.73%-259.3pp | 32.82%-101.4pp |
| Employer contribution / active EE | $8,057 | $2,046+293.7% | $2,559+214.9% | $2,506+221.5% |
| Participant deferral / active EE | $11,277 | $3,389+232.7% | $3,849+193.0% | $4,310+161.6% |
| Admin fee / account holder | $290 | $160+80.8% | $6,267-95.4% | $188+54.4% |