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 35-1140070 | Contract Administrator | $32,517 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,504 | $56,095-86.6% | $178,490-95.8% | $90,288-91.7% |
| Participation rate | 74.7% | 65.6%+9.1pp | 81.9%-7.3pp | 73.4%+1.3pp |
| Annual return | 19.45% | 28.81%-9.4pp | 151.07%-131.6pp | 53.97%-34.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,826 | $2,669-31.6% | $5,202-64.9% | $4,232-56.9% |
| Admin fee / account holder | $32 | $101-68.7% | $13,984-99.8% | $114-72.4% |