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 10-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 | $86,162 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $153,699 | $51,197+200.2% | $82,719+85.8% | $66,914+129.7% |
| Participation rate | 79.0% | 67.8%+11.2pp | 72.6%+6.4pp | 69.8%+9.2pp |
| Annual return | -20.29% | -9.64%-10.7pp | 701.18%-721.5pp | 1.58%-21.9pp |
| Employer contribution / active EE | $5,017 | $2,611+92.2% | $3,009+66.7% | $2,544+97.2% |
| Participant deferral / active EE | $15,346 | $3,458+343.8% | $4,395+249.2% | $4,237+262.2% |
| Admin fee / account holder | $234 | $416-43.6% | $5,329-95.6% | $593-60.5% |