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 | $31,386 |
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 | $53,111 | $88,982-40.3% | $102,438-48.2% | $77,671-31.6% |
| Participation rate | 94.8% | 80.9%+13.9pp | 76.5%+18.3pp | 70.6%+24.3pp |
| Annual return | 16.27% | 25.01%-8.7pp | 29.37%-13.1pp | 31.21%-14.9pp |
| Employer contribution / active EE | $1,552 | $2,698-42.5% | $3,024-48.7% | $2,726-43.1% |
| Participant deferral / active EE | $4,321 | $5,144-16.0% | $5,054-14.5% | $4,648-7.0% |
| Admin fee / account holder | $115 | $236-51.2% | $9,448-98.8% | $430-73.3% |