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 6-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 06-1050034 | Contract Administrator | $49,396 |
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 | $63,179 | $72,254-12.6% | $86,677-27.1% | $64,808-2.5% |
| Participation rate | 95.1% | 80.4%+14.7pp | 76.6%+18.5pp | 71.5%+23.6pp |
| Annual return | -15.60% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,394 | $2,393+0.1% | $2,836-15.6% | $2,506-4.5% |
| Participant deferral / active EE | $5,461 | $4,658+17.2% | $4,656+17.3% | $4,310+26.7% |
| Admin fee / account holder | $131 | $174-24.9% | $7,493-98.3% | $188-30.5% |