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 17 · EIN 13-5674085 | Pension Consulting | $19,795 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,233 |
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 | $41,323 | $64,119-35.6% | $112,228-63.2% | $66,914-38.2% |
| Participation rate | 92.4% | 68.5%+23.9pp | 75.1%+17.3pp | 69.8%+22.6pp |
| Annual return | -17.95% | -13.81%-4.1pp | 27.45%-45.4pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,118 | $3,005-29.5% | $3,635-41.7% | $2,544-16.8% |
| Participant deferral / active EE | $3,824 | $3,693+3.6% | $4,728-19.1% | $4,237-9.7% |
| Admin fee / account holder | $284 | $625-54.5% | $6,410-95.6% | $593-52.1% |