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 | $29,581 |
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $8,823 |
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 | $26,848 | $73,638-63.5% | $95,952-72.0% | $73,488-63.5% |
| Participation rate | 83.2% | 76.2%+7.0pp | 77.1%+6.1pp | 70.7%+12.5pp |
| Annual return | 27.29% | 16.78%+10.5pp | 91.61%-64.3pp | 28.51%-1.2pp |
| Employer contribution / active EE | $1,580 | $1,863-15.2% | $2,541-37.8% | $2,270-30.4% |
| Participant deferral / active EE | $2,523 | $3,617-30.3% | $4,167-39.5% | $3,740-32.5% |
| Admin fee / account holder | $215 | $482-55.5% | $6,795-96.8% | $513-58.2% |