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 | $18,854 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,318 | $79,013-18.6% | $100,391-35.9% | $74,495-13.7% |
| Participation rate | 95.9% | 79.5%+16.5pp | 81.5%+14.5pp | 67.2%+28.7pp |
| Annual return | 10.48% | 20.41%-9.9pp | 49.20%-38.7pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $4,671 | $3,021+54.6% | $3,942+18.5% | $2,623+78.1% |
| Participant deferral / active EE | $10,246 | $7,760+32.0% | $8,082+26.8% | $4,346+135.8% |
| Admin fee / account holder | $133 | $1,320-89.9% | $7,899-98.3% | $1,942-93.2% |