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 | $63,423 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,289 | $45,000-77.1% | $143,757-92.8% | $77,904-86.8% |
| Participation rate | 83.2% | 66.8%+16.4pp | 80.3%+2.9pp | 73.7%+9.6pp |
| Annual return | -15.33% | 29.03%-44.4pp | -0.04%-15.3pp | 12.21%-27.5pp |
| Employer contribution / active EE | $279 | $1,870-85.1% | $4,951-94.4% | $2,848-90.2% |
| Participant deferral / active EE | $2,145 | $3,157-32.0% | $5,637-61.9% | $4,806-55.4% |
| Admin fee / account holder | $25 | $98-75.0% | $14,673-99.8% | $133-81.5% |