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 12 · EIN 48-1205033 | Claims processing; Float revenue; Rec... | $56,593 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,050 | $88,122-70.4% | $141,162-81.5% | $67,579-61.5% |
| Participation rate | 83.2% | 76.5%+6.7pp | 82.5%+0.7pp | 71.3%+11.9pp |
| Annual return | 32.99% | 75.40%-42.4pp | 71.39%-38.4pp | 378.56%-345.6pp |
| Employer contribution / active EE | $1,525 | $3,224-52.7% | $4,735-67.8% | $2,148-29.0% |
| Participant deferral / active EE | $1,528 | $5,958-74.3% | $6,709-77.2% | $3,539-56.8% |
| Admin fee / account holder | $62 | $131-52.4% | $10,261-99.4% | $142-56.2% |