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 | $41,225 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $12,935 |
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 | $24,182 | $55,415-56.4% | $155,509-84.4% | $74,495-67.5% |
| Participation rate | 78.2% | 61.9%+16.3pp | 78.2%0pp | 67.2%+11.0pp |
| Annual return | 16.40% | 268.50%-252.1pp | 64.67%-48.3pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $843 | $2,267-62.8% | $4,672-82.0% | $2,623-67.9% |
| Participant deferral / active EE | $1,933 | $2,836-31.8% | $5,626-65.6% | $4,346-55.5% |
| Admin fee / account holder | $256 | $1,738-85.3% | $15,912-98.4% | $1,942-86.8% |