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 | $20,554 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant 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 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 | $16,598 | $58,879-71.8% | $178,490-90.7% | $73,488-77.4% |
| Participation rate | 77.2% | 66.2%+11.0pp | 81.9%-4.7pp | 70.7%+6.6pp |
| Annual return | 11.82% | 24.86%-13.0pp | 151.07%-139.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $543 | $2,236-75.7% | $5,011-89.2% | $2,270-76.1% |
| Participant deferral / active EE | $458 | $2,567-82.2% | $5,202-91.2% | $3,740-87.7% |
| Admin fee / account holder | $154 | $400-61.6% | $13,984-98.9% | $513-70.0% |