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 4-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 | $25,190 |
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 | $128,439 | $95,880+34.0% | $107,525+19.5% | $85,563+50.1% |
| Participation rate | 97.3% | 70.1%+27.2pp | 75.1%+22.2pp | 66.0%+31.3pp |
| Annual return | 159.97% | 68.06%+91.9pp | 181.32%-21.4pp | 31.51%+128.5pp |
| Employer contribution / active EE | $6,490 | $3,812+70.2% | $3,754+72.9% | $2,654+144.6% |
| Participant deferral / active EE | $9,254 | $4,201+120.3% | $5,116+80.9% | $4,375+111.5% |
| Admin fee / account holder | $84 | $1,025-91.8% | $8,919-99.1% | $834-90.0% |