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 41-0417830 | Contract Administrator | $91,124 |
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 | $5,359 | $56,095-90.4% | $178,490-97.0% | $90,288-94.1% |
| Participation rate | 87.4% | 65.6%+21.8pp | 81.9%+5.4pp | 73.4%+14.0pp |
| Annual return | 14.46% | 28.81%-14.4pp | 151.07%-136.6pp | 53.97%-39.5pp |
| Employer contribution / active EE | -$0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,682 | $2,669-37.0% | $5,202-67.7% | $4,232-60.3% |
| Admin fee / account holder | $55 | $101-45.4% | $13,984-99.6% | $114-51.8% |