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 | $115,645 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $95,647 |
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 | $30,759 | $48,698-36.8% | $93,606-67.1% | $199,593-84.6% |
| Participation rate | 91.9% | 63.5%+28.3pp | 68.7%+23.2pp | 72.0%+19.9pp |
| Annual return | 9.75% | 15.34%-5.6pp | 133.20%-123.5pp | 34.25%-24.5pp |
| Employer contribution / active EE | $0 | $1,135-100.0% | $2,420-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $2,924 | $2,817+3.8% | $4,411-33.7% | $5,087-42.5% |
| Admin fee / account holder | $127 | $195-35.0% | $8,285-98.5% | $269-52.8% |