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 | $14,190 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,999 | $122,239-55.0% | $184,203-70.1% | $74,495-26.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.25% | 19.95%-5.7pp | 28.81%-14.6pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,974 | $4,537-12.4% | $6,427-38.2% | $2,623+51.5% |
| Participant deferral / active EE | $3,584 | $7,139-49.8% | $9,131-60.8% | $4,346-17.5% |
| Admin fee / account holder | $104 | $1,260-91.8% | $13,901-99.3% | $1,942-94.7% |