Filed June 19, 2023
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 06-1050034 | Contract Administrator | $4,825 |
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 | $72,808 | $185,342-60.7% | $111,297-34.6% | $86,799-16.1% |
| Participation rate | 99.5% | 81.0%+18.6pp | 77.3%+22.2pp | 72.3%+27.3pp |
| Annual return | 18.43% | 500.80%-482.4pp | 54.65%-36.2pp | 97.91%-79.5pp |
| Employer contribution / active EE | $1,610 | $2,246-28.3% | $2,731-41.1% | $2,405-33.1% |
| Participant deferral / active EE | $3,782 | $4,458-15.2% | $4,487-15.7% | $4,131-8.4% |
| Admin fee / account holder | $10 | $255-96.2% | $7,964-99.9% | $170-94.3% |