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 41-0417830 | Contract Administrator | $2,621 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,217 | $58,879-26.6% | $178,490-75.8% | $73,488-41.2% |
| Participation rate | 79.2% | 66.2%+12.9pp | 81.9%-2.8pp | 70.7%+8.5pp |
| Annual return | 18.51% | 24.86%-6.4pp | 151.07%-132.6pp | 28.51%-10.0pp |
| Employer contribution / active EE | $2,468 | $2,236+10.4% | $5,011-50.7% | $2,270+8.7% |
| Participant deferral / active EE | $5,190 | $2,567+102.2% | $5,202-0.2% | $3,740+38.8% |
| Admin fee / account holder | $14 | $400-96.5% | $13,984-99.9% | $513-97.2% |