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 41-0955056 7300 METRO BLVD, SUITE 450 · EDINA, MN 55439 | Contract Administrator | $9,237 |
Service code 16 29 SAWYER ROAD · WALTHAM, MA 024533483 | Consulting | $8,963 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,552 | $61,156-48.4% | $185,823-83.0% | $79,386-60.3% |
| Participation rate | 78.5% | 66.6%+11.8pp | 81.7%-3.2pp | 70.7%+7.8pp |
| Annual return | 10.39% | 19.45%-9.1pp | 122.05%-111.7pp | 116.85%-106.5pp |
| Employer contribution / active EE | $1,418 | $2,321-38.9% | $5,167-72.6% | $2,427-41.6% |
| Participant deferral / active EE | $2,476 | $2,789-11.2% | $5,568-55.5% | $4,046-38.8% |
| Admin fee / account holder | $209 | $710-70.6% | $16,237-98.7% | $626-66.7% |