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 41-0417830 | Contract Administrator | $9,191 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $78,971 | $98,982-20.2% | $162,163-51.3% | $65,185+21.1% |
| Participation rate | 94.3% | 85.8%+8.5pp | 87.6%+6.7pp | 70.2%+24.1pp |
| Annual return | 22.58% | 24.84%-2.3pp | 115.59%-93.0pp | 29.38%-6.8pp |
| Employer contribution / active EE | $5,388 | $3,467+55.4% | $5,614-4.0% | $2,177+147.5% |
| Participant deferral / active EE | $3,664 | $5,384-31.9% | $7,298-49.8% | $3,514+4.3% |
| Admin fee / account holder | $67 | $596-88.8% | $10,843-99.4% | $847-92.1% |