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 | $7,918 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,305 | $76,050-74.6% | $96,544-80.0% | $71,457-73.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 12.33% | 22.81%-10.5pp | 25.84%-13.5pp | 28.85%-16.5pp |
| Employer contribution / active EE | $864 | $2,244-61.5% | $2,965-70.9% | $2,588-66.6% |
| Participant deferral / active EE | $2,259 | $4,215-46.4% | $4,851-53.4% | $4,289-47.3% |
| Admin fee / account holder | $60 | $2,707-97.8% | $8,252-99.3% | $1,587-96.2% |