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 | $3,159 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $3,311 | $35,986-90.8% | $77,482-95.7% | $73,488-95.5% |
| Participation rate | 85.8% | 40.8%+45.0pp | 54.2%+31.6pp | 70.7%+15.1pp |
| Annual return | 36.98% | 19.26%+17.7pp | 54.79%-17.8pp | 28.51%+8.5pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,011 | $1,198-15.6% | $1,861-45.7% | $3,740-73.0% |
| Admin fee / account holder | $26 | $466-94.4% | $2,858-99.1% | $513-94.9% |