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 14 · EIN 04-2647786 | Plan Administrator | $77,127 |
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 | $49,193 | $101,317-51.4% | $146,958-66.5% | $74,495-34.0% |
| Participation rate | 94.8% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.6pp |
| Annual return | 16.24% | 8730.91%-8714.7pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $7,231 | $3,810+89.8% | $4,933+46.6% | $2,623+175.7% |
| Participant deferral / active EE | $12,038 | $7,303+64.8% | $8,070+49.2% | $4,346+177.0% |
| Admin fee / account holder | $217 | $1,739-87.5% | $12,998-98.3% | $1,942-88.8% |