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 | $13,382 |
Service code 49 · EIN 41-1486060 | Other Services | $9,236 |
Service code 49 · EIN 52-2114207 | Other Services | $6,155 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $139,011 | $85,766+62.1% | $136,294+2.0% | $70,131+98.2% |
| Participation rate | 92.8% | 74.2%+18.6pp | 81.9%+10.9pp | 69.5%+23.2pp |
| Annual return | 16.34% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $3,246 | $2,966+9.4% | $4,695-30.9% | $2,342+38.6% |
| Participant deferral / active EE | $7,699 | $5,051+52.4% | $6,247+23.2% | $3,332+131.1% |
| Admin fee / account holder | $117 | $5,420-97.8% | $9,243-98.7% | $4,645-97.5% |