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 | $72,316 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,839 | $67,512-91.4% | $185,823-96.9% | $93,030-93.7% |
| Participation rate | 88.3% | 67.1%+21.2pp | 81.7%+6.6pp | 73.9%+14.4pp |
| Annual return | 14.60% | 21.04%-6.4pp | 122.05%-107.5pp | 158.70%-144.1pp |
| Employer contribution / active EE | $1 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $1,784 | $3,035-41.2% | $5,568-68.0% | $4,562-60.9% |
| Admin fee / account holder | $45 | $318-85.7% | $16,237-99.7% | $152-70.1% |