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 6-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 | $10,571 |
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 | $31,496 | $69,477-54.7% | $94,646-66.7% | $71,457-55.9% |
| Participation rate | 94.9% | 78.4%+16.5pp | 80.8%+14.1pp | 67.9%+27.0pp |
| Annual return | 30.00% | 29.66%+0.3pp | 156.71%-126.7pp | 28.85%+1.2pp |
| Employer contribution / active EE | $3,841 | $2,853+34.6% | $3,672+4.6% | $2,588+48.4% |
| Participant deferral / active EE | $8,515 | $7,345+15.9% | $7,418+14.8% | $4,289+98.5% |
| Admin fee / account holder | $44 | $1,210-96.4% | $7,231-99.4% | $1,587-97.2% |