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 | $69,488 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,966 | $50,127-76.1% | $149,673-92.0% | $80,160-85.1% |
| Participation rate | 83.3% | 64.3%+19.1pp | 78.8%+4.6pp | 72.9%+10.4pp |
| Annual return | 20.05% | 29.82%-9.8pp | 134.42%-114.4pp | 40.38%-20.3pp |
| Employer contribution / active EE | $284 | $1,865-84.7% | $4,818-94.1% | $2,978-90.4% |
| Participant deferral / active EE | $2,181 | $3,194-31.7% | $5,680-61.6% | $5,017-56.5% |
| Admin fee / account holder | $30 | $153-80.2% | $13,210-99.8% | $145-79.1% |