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 | $52,028 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $26,573 |
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 | $114,857 | $91,407+25.7% | $135,903-15.5% | $71,457+60.7% |
| Participation rate | 92.4% | 75.7%+16.7pp | 81.9%+10.5pp | 67.9%+24.5pp |
| Annual return | 18.79% | 29.90%-11.1pp | 68.23%-49.4pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,517 | $3,703-59.0% | $4,856-68.8% | $2,588-41.4% |
| Participant deferral / active EE | $8,550 | $7,092+20.6% | $7,758+10.2% | $4,289+99.4% |
| Admin fee / account holder | $210 | $1,266-83.4% | $10,762-98.1% | $1,587-86.8% |