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 | $27,189 |
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 | $122,557 | $88,890+37.9% | $102,423+19.7% | $77,643+57.8% |
| Participation rate | 87.5% | 80.9%+6.5pp | 76.5%+11.0pp | 70.6%+16.9pp |
| Annual return | 13.63% | 24.98%-11.4pp | 29.32%-15.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,383 | $2,698-11.7% | $3,023-21.2% | $2,726-12.6% |
| Participant deferral / active EE | $6,707 | $5,145+30.4% | $5,053+32.7% | $4,647+44.3% |
| Admin fee / account holder | $90 | $235-61.7% | $9,451-99.0% | $430-79.1% |