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 | $64,621 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $33,718 |
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 | $135,434 | $101,317+33.7% | $146,958-7.8% | $74,495+81.8% |
| Participation rate | 94.4% | 75.5%+18.9pp | 82.2%+12.3pp | 67.2%+27.2pp |
| Annual return | 18.05% | 8730.91%-8712.9pp | 418.34%-400.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $1,692 | $3,810-55.6% | $4,933-65.7% | $2,623-35.5% |
| Participant deferral / active EE | $9,895 | $7,303+35.5% | $8,070+22.6% | $4,346+127.7% |
| Admin fee / account holder | $253 | $1,739-85.4% | $12,998-98.1% | $1,942-86.9% |