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 | $36,021 |
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 | $47,050 | $65,435-28.1% | $86,677-45.7% | $66,914-29.7% |
| Participation rate | 94.1% | 75.5%+18.7pp | 76.6%+17.5pp | 69.8%+24.3pp |
| Annual return | -16.58% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,115 | $2,153-1.8% | $2,836-25.4% | $2,544-16.9% |
| Participant deferral / active EE | $5,444 | $4,100+32.8% | $4,656+16.9% | $4,237+28.5% |
| Admin fee / account holder | $146 | $642-77.3% | $7,493-98.1% | $593-75.4% |