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 5-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 | $25,625 |
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 | $96,531 | $72,254+33.6% | $86,677+11.4% | $64,808+48.9% |
| Participation rate | 96.4% | 80.4%+15.9pp | 76.6%+19.8pp | 71.5%+24.9pp |
| Annual return | -14.01% | 392.42%-406.4pp | 35.91%-49.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $2,441 | $2,393+2.0% | $2,836-13.9% | $2,506-2.6% |
| Participant deferral / active EE | $6,960 | $4,658+49.4% | $4,656+49.5% | $4,310+61.5% |
| Admin fee / account holder | $57 | $174-67.4% | $7,493-99.2% | $188-69.8% |