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 | $103,040 |
UHY LLP2 years Service code 10 · EIN 20-0694403 | Accounting | $22,000 |
Filed as: RESOURCES INVESTMENT ADV Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,071 | $52,525-63.7% | $117,472-83.8% | $77,904-75.5% |
| Participation rate | 92.8% | 61.6%+31.2pp | 70.6%+22.2pp | 73.7%+19.1pp |
| Annual return | -16.23% | -13.76%-2.5pp | 29.74%-46.0pp | 12.21%-28.4pp |
| Employer contribution / active EE | $730 | $2,166-66.3% | $4,176-82.5% | $2,848-74.3% |
| Participant deferral / active EE | $3,004 | $3,087-2.7% | $4,070-26.2% | $4,806-37.5% |
| Admin fee / account holder | $85 | $99-14.4% | $5,645-98.5% | $133-35.9% |