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 | $25,134 |
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 | $19,741 | $105,181-81.2% | $159,436-87.6% | $85,850-77.0% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.8%+13.0pp | 69.3%+26.5pp |
| Annual return | 21.92% | 45.07%-23.2pp | 263.57%-241.6pp | 318.53%-296.6pp |
| Employer contribution / active EE | $1,541 | $3,318-53.5% | $4,829-68.1% | $2,565-39.9% |
| Participant deferral / active EE | $5,775 | $5,945-2.9% | $7,352-21.4% | $3,952+46.1% |
| Admin fee / account holder | $151 | $6,933-97.8% | $10,799-98.6% | $6,260-97.6% |