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 | $58,011 |
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 | $62,524 | $99,078-36.9% | $96,544-35.2% | $74,419-16.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 16.99% | 22.48%-5.5pp | 25.84%-8.8pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,367 | $2,570-7.9% | $2,965-20.2% | $2,637-10.3% |
| Participant deferral / active EE | $5,123 | $4,933+3.8% | $4,851+5.6% | $4,528+13.1% |
| Admin fee / account holder | $131 | $225-41.7% | $8,252-98.4% | $348-62.3% |