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 | $27,331 |
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 | $202,033 | $69,763+189.6% | $67,502+199.3% | $74,495+171.2% |
| Participation rate | 96.7% | 71.4%+25.3pp | 72.9%+23.8pp | 67.2%+29.5pp |
| Annual return | 15.71% | -40.34%+56.0pp | 3512.12%-3496.4pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $8,023 | $2,704+196.7% | $2,731+193.8% | $2,623+205.9% |
| Participant deferral / active EE | $11,674 | $3,636+221.1% | $4,000+191.9% | $4,346+168.6% |
| Admin fee / account holder | $159 | $896-82.3% | $3,998-96.0% | $1,942-91.8% |