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 42-0127290 | Contract Administrator | $43,366 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,000 |
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 | $85,946 | $99,957-14.0% | $149,696-42.6% | $73,488+17.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 14.14% | 53.87%-39.7pp | 276.60%-262.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $6,528 | $3,191+104.6% | $4,644+40.6% | $2,270+187.6% |
| Participant deferral / active EE | $5,113 | $6,073-15.8% | $6,842-25.3% | $3,740+36.7% |
| Admin fee / account holder | $246 | $551-55.3% | $9,309-97.4% | $513-52.0% |