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 | $5,358 |
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,453 | $44,873-76.7% | $79,464-86.8% | $56,287-81.4% |
| Participation rate | 77.2% | 68.7%+8.4pp | 73.3%+3.8pp | 69.9%+7.3pp |
| Annual return | -8.30% | 0.81%-9.1pp | 718.14%-726.4pp | -9.96%+1.7pp |
| Employer contribution / active EE | $639 | $2,140-70.2% | $2,800-77.2% | $2,111-69.7% |
| Participant deferral / active EE | $852 | $2,746-69.0% | $3,704-77.0% | $3,350-74.6% |
| Admin fee / account holder | $34 | $418-91.9% | $5,113-99.3% | $521-93.5% |