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 | $40,818 |
Filed as: BROADSTREET CAPITAL ADVISORS, LLC Service code 27 · EIN 26-1204987 | Advisory (Plan) | $31,843 |
ERISA SERVICES, INC.1 year Service code 13 · EIN 62-1200951 | Contract Administrator | $5,040 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES, INC Service code 13 | Contract Administrator | $3,769 |
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 | $38,897 | $59,159-34.2% | $159,960-75.7% | $66,914-41.9% |
| Participation rate | 92.1% | 68.1%+24.0pp | 78.0%+14.2pp | 69.8%+22.3pp |
| Annual return | -15.81% | -12.26%-3.6pp | 408.60%-424.4pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,808 | $1,983-8.8% | $4,226-57.2% | $2,544-28.9% |
| Participant deferral / active EE | $4,343 | $4,395-1.2% | $6,182-29.8% | $4,237+2.5% |
| Admin fee / account holder | $193 | $591-67.2% | $8,698-97.8% | $593-67.4% |