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 | $258,092 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $86,080 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,933 | $144,996-66.9% | $111,297-56.9% | $93,030-48.5% |
| Participation rate | 96.9% | 86.2%+10.7pp | 77.3%+19.6pp | 73.9%+23.0pp |
| Annual return | 21.77% | 18.26%+3.5pp | 54.65%-32.9pp | 158.70%-136.9pp |
| Employer contribution / active EE | $3,429 | $3,056+12.2% | $2,731+25.6% | $2,706+26.7% |
| Participant deferral / active EE | $5,924 | $5,587+6.0% | $4,487+32.0% | $4,562+29.8% |
| Admin fee / account holder | $169 | $103+63.6% | $7,964-97.9% | $152+11.6% |