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 | $103,586 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $84,934 |
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 | $31,252 | $44,626-30.0% | $86,188-63.7% | $80,160-61.0% |
| Participation rate | 92.7% | 63.5%+29.2pp | 69.0%+23.8pp | 72.9%+19.8pp |
| Annual return | 13.15% | 19.61%-6.5pp | 1168.45%-1155.3pp | 40.38%-27.2pp |
| Employer contribution / active EE | $0 | $1,099-100.0% | $2,380-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $3,338 | $2,769+20.6% | $3,985-16.2% | $5,017-33.5% |
| Admin fee / account holder | $125 | $133-6.0% | $6,852-98.2% | $145-13.6% |