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 41-0417830 | Contract Administrator | $2,327 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $242 |
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 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 | $13,385 | $98,750-86.4% | $149,696-91.1% | $79,858-83.2% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.6pp |
| Annual return | 15.19% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,667 | $3,216-48.2% | $4,644-64.1% | $2,471-32.5% |
| Participant deferral / active EE | $4,963 | $5,680-12.6% | $6,842-27.5% | $3,740+32.7% |
| Admin fee / account holder | $108 | $6,053-98.2% | $9,309-98.8% | $5,306-98.0% |