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 8-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 41-0417830 | Contract Administrator | $16,220 |
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 | $43,279 | $72,254-40.1% | $86,677-50.1% | $64,808-33.2% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.6%+16.7pp | 71.5%+21.8pp |
| Annual return | 0.51% | 392.42%-391.9pp | 35.91%-35.4pp | 32.82%-32.3pp |
| Employer contribution / active EE | $2,465 | $2,393+3.0% | $2,836-13.1% | $2,506-1.6% |
| Participant deferral / active EE | $4,775 | $4,658+2.5% | $4,656+2.6% | $4,310+10.8% |
| Admin fee / account holder | $50 | $174-71.0% | $7,493-99.3% | $188-73.2% |