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 9-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 | $69 |
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 | $18,648 | $100,801-81.5% | $149,696-87.5% | $73,409-74.6% |
| Participation rate | 97.9% | 77.7%+20.2pp | 82.5%+15.4pp | 72.2%+25.7pp |
| Annual return | 33.49% | 265.34%-231.8pp | 276.60%-243.1pp | 59.29%-25.8pp |
| Employer contribution / active EE | $509 | $3,312-84.6% | $4,644-89.0% | $2,234-77.2% |
| Participant deferral / active EE | $8,040 | $6,404+25.5% | $6,842+17.5% | $3,805+111.3% |
| Admin fee / account holder | $0 | $181-99.8% | $9,309-100.0% | $158-99.8% |