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 | $4,102 |
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 | $81,784 | $84,487-3.2% | $125,339-34.7% | $66,914+22.2% |
| Participation rate | 81.3% | 76.4%+4.9pp | 82.4%-1.1pp | 69.8%+11.5pp |
| Annual return | -14.74% | -8.39%-6.3pp | 572.05%-586.8pp | 1.58%-16.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,229 | $6,781+21.4% | $7,446+10.5% | $4,237+94.2% |
| Admin fee / account holder | $34 | $685-95.0% | $10,010-99.7% | $593-94.2% |