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 | $6,171 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,717 | $84,487+28.7% | $125,339-13.3% | $66,914+62.5% |
| Participation rate | 90.6% | 76.4%+14.1pp | 82.4%+8.2pp | 69.8%+20.8pp |
| Annual return | -20.61% | -8.39%-12.2pp | 572.05%-592.7pp | 1.58%-22.2pp |
| Employer contribution / active EE | $1,613 | $3,553-54.6% | $4,814-66.5% | $2,544-36.6% |
| Participant deferral / active EE | $8,690 | $6,781+28.1% | $7,446+16.7% | $4,237+105.1% |
| Admin fee / account holder | $45 | $685-93.4% | $10,010-99.5% | $593-92.3% |