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 | $15,629 |
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 | $5,116 | $47,722-89.3% | $82,719-93.8% | $64,808-92.1% |
| Participation rate | 70.4% | 67.6%+2.7pp | 72.6%-2.2pp | 71.5%-1.1pp |
| Annual return | 0.00% | -13.05%+13.1pp | 701.18%-701.2pp | 32.82%-32.8pp |
| Employer contribution / active EE | $928 | $2,179-57.4% | $3,009-69.2% | $2,506-63.0% |
| Participant deferral / active EE | $1,571 | $3,329-52.8% | $4,395-64.2% | $4,310-63.5% |
| Admin fee / account holder | $35 | $143-75.5% | $5,329-99.3% | $188-81.4% |