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 | $34,515 |
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 | $77,938 | $91,019-14.4% | $392,568-80.1% | $72,985+6.8% |
| Participation rate | 93.5% | 74.4%+19.1pp | 78.1%+15.4pp | 69.5%+24.0pp |
| Annual return | 30.29% | 20.00%+10.3pp | 24.42%+5.9pp | 81.00%-50.7pp |
| Employer contribution / active EE | $3,326 | $2,751+20.9% | $3,783-12.1% | $2,440+36.3% |
| Participant deferral / active EE | $9,817 | $4,570+114.8% | $5,985+64.0% | $3,607+172.1% |
| Admin fee / account holder | $195 | $4,895-96.0% | $6,260-96.9% | $5,124-96.2% |