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 | $63,841 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 16 · EIN 59-1531281 | Consulting | $28,343 |
MARS ELECTRIC COMPANY1 year Service code 16 · EIN 34-0837654 | Consulting | $0 |
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 | $74,146 | $44,642+66.1% | $91,220-18.7% | $66,914+10.8% |
| Participation rate | 98.0% | 64.9%+33.1pp | 73.2%+24.8pp | 69.8%+28.2pp |
| Annual return | -16.65% | -12.29%-4.4pp | 114.01%-130.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,428 | $1,706+42.3% | $2,850-14.8% | $2,544-4.6% |
| Participant deferral / active EE | $4,719 | $3,349+40.9% | $4,234+11.5% | $4,237+11.4% |
| Admin fee / account holder | $293 | $521-43.8% | $5,420-94.6% | $593-50.6% |