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 35-1140070 | Contract Administrator | $21,360 |
Service code 49 · EIN 74-2794194 | Other Services | $5,966 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $460 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,309 | $46,732-73.7% | $156,549-92.1% | $55,167-77.7% |
| Participation rate | 94.6% | 65.8%+28.8pp | 84.0%+10.6pp | 69.0%+25.6pp |
| Annual return | 5.78% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $428 | $2,105-79.7% | $5,501-92.2% | $1,963-78.2% |
| Participant deferral / active EE | $1,793 | $2,204-18.7% | $4,871-63.2% | $3,054-41.3% |
| Admin fee / account holder | $132 | $418-68.5% | $13,027-99.0% | $504-73.8% |