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 | $65,090 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,065 | $52,525-42.8% | $117,472-74.4% | $77,904-61.4% |
| Participation rate | 95.6% | 61.6%+34.0pp | 70.6%+25.0pp | 73.7%+21.9pp |
| Annual return | -16.43% | -13.76%-2.7pp | 29.74%-46.2pp | 12.21%-28.6pp |
| Employer contribution / active EE | $1,276 | $2,166-41.1% | $4,176-69.4% | $2,848-55.2% |
| Participant deferral / active EE | $3,559 | $3,087+15.3% | $4,070-12.6% | $4,806-25.9% |
| Admin fee / account holder | $26 | $99-74.1% | $5,645-99.5% | $133-80.6% |