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 06-1050034 | Contract Administrator | $21,233 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $19,306 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,507 | $76,050-44.1% | $96,544-56.0% | $71,457-40.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 12.59% | 22.81%-10.2pp | 25.84%-13.3pp | 28.85%-16.3pp |
| Employer contribution / active EE | $2,220 | $2,244-1.1% | $2,965-25.1% | $2,588-14.2% |
| Participant deferral / active EE | $3,399 | $4,215-19.4% | $4,851-29.9% | $4,289-20.7% |
| Admin fee / account holder | $211 | $2,707-92.2% | $8,252-97.4% | $1,587-86.7% |