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 | $4,417 |
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 | $95,358 | $102,553-7.0% | $151,611-37.1% | $66,914+42.5% |
| Participation rate | 96.2% | 85.5%+10.6pp | 87.5%+8.7pp | 69.8%+26.4pp |
| Annual return | -15.14% | -10.82%-4.3pp | 3.33%-18.5pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,296 | $4,180-45.1% | $6,166-62.8% | $2,544-9.8% |
| Participant deferral / active EE | $5,064 | $6,641-23.7% | $8,363-39.4% | $4,237+19.5% |
| Admin fee / account holder | $37 | $630-94.2% | $11,616-99.7% | $593-93.8% |