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 | $74,220 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 38-1357951 | Accounting | $22,491 |
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 | $49,679 | $88,890-44.1% | $102,423-51.5% | $77,643-36.0% |
| Participation rate | 85.7% | 80.9%+4.8pp | 76.5%+9.2pp | 70.6%+15.1pp |
| Annual return | 19.41% | 24.98%-5.6pp | 29.32%-9.9pp | 31.24%-11.8pp |
| Employer contribution / active EE | $2,338 | $2,698-13.3% | $3,023-22.7% | $2,726-14.2% |
| Participant deferral / active EE | $4,901 | $5,145-4.7% | $5,053-3.0% | $4,647+5.5% |
| Admin fee / account holder | $279 | $235+18.7% | $9,451-97.0% | $430-35.1% |