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 | $75,586 |
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 | $178,408 | $58,264+206.2% | $86,612+106.0% | $71,457+149.7% |
| Participation rate | 74.6% | 65.0%+9.6pp | 71.7%+2.9pp | 67.9%+6.6pp |
| Annual return | 19.27% | 21.63%-2.4pp | 591.07%-571.8pp | 28.85%-9.6pp |
| Employer contribution / active EE | $5,425 | $2,574+110.8% | $3,022+79.5% | $2,588+109.6% |
| Participant deferral / active EE | $14,309 | $3,436+316.4% | $4,438+222.4% | $4,289+233.6% |
| Admin fee / account holder | $254 | $1,057-76.0% | $5,614-95.5% | $1,587-84.0% |