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 | $63,171 |
PLANTE & MORAN, PLLC9+ years Service code 10 · EIN 38-1357951 | Accounting | $10,000 |
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 | $40,248 | $99,078-59.4% | $96,544-58.3% | $74,419-45.9% |
| Participation rate | 80.8% | 80.7%+0.1pp | 76.0%+4.8pp | 70.7%+10.0pp |
| Annual return | 23.62% | 22.48%+1.1pp | 25.84%-2.2pp | 34.38%-10.8pp |
| Employer contribution / active EE | $2,242 | $2,570-12.8% | $2,965-24.4% | $2,637-15.0% |
| Participant deferral / active EE | $4,631 | $4,933-6.1% | $4,851-4.5% | $4,528+2.3% |
| Admin fee / account holder | $199 | $225-11.5% | $8,252-97.6% | $348-42.9% |