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 | $25,529 |
Service code 49 · EIN 52-2114207 | Other Services | $22,305 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $91,544 | $63,114+45.0% | $92,893-1.5% | $65,185+40.4% |
| Participation rate | 89.1% | 68.8%+20.3pp | 76.0%+13.1pp | 70.2%+18.9pp |
| Annual return | 20.00% | 28.75%-8.8pp | 109.41%-89.4pp | 29.38%-9.4pp |
| Employer contribution / active EE | $5,089 | $2,571+98.0% | $3,653+39.3% | $2,177+133.8% |
| Participant deferral / active EE | $6,670 | $3,108+114.6% | $4,236+57.5% | $3,514+89.8% |
| Admin fee / account holder | $233 | $624-62.6% | $5,794-96.0% | $847-72.5% |