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 | -$65,855 |
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 | $169,796 | $46,292+266.8% | $143,757+18.1% | $64,808+162.0% |
| Participation rate | 95.4% | 64.2%+31.2pp | 80.3%+15.1pp | 71.5%+23.9pp |
| Annual return | -14.06% | -10.05%-4.0pp | -0.04%-14.0pp | 32.82%-46.9pp |
| Employer contribution / active EE | $6,742 | $1,910+253.0% | $4,951+36.2% | $2,506+169.0% |
| Participant deferral / active EE | $4,313 | $2,646+63.0% | $5,637-23.5% | $4,310+0.1% |
| Admin fee / account holder | -$183 | $154-219.3% | $14,673-101.3% | $188-197.7% |