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 | $171,051 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $82,777 |
JONES POUNDER1 year Filed as: JONES,POUNDER & ASSOC Service code 10 · EIN 57-0725618 | Accounting | $19,596 |
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 | $80,194 | $95,274-15.8% | $135,903-41.0% | $74,419+7.8% |
| Participation rate | 93.4% | 78.2%+15.2pp | 81.9%+11.5pp | 70.7%+22.7pp |
| Annual return | 18.01% | 32.77%-14.8pp | 68.23%-50.2pp | 34.38%-16.4pp |
| Employer contribution / active EE | $2,104 | $3,874-45.7% | $4,856-56.7% | $2,637-20.2% |
| Participant deferral / active EE | $7,852 | $7,782+0.9% | $7,758+1.2% | $4,528+73.4% |
| Admin fee / account holder | $247 | $266-7.1% | $10,762-97.7% | $348-28.9% |