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 | $20,935 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,551 | $82,664-76.3% | $125,339-84.4% | $68,494-71.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $474 | $3,381-86.0% | $4,814-90.2% | $2,596-81.8% |
| Participant deferral / active EE | $5,797 | $6,110-5.1% | $7,446-22.1% | $4,027+43.9% |
| Admin fee / account holder | $138 | $6,275-97.8% | $10,010-98.6% | $5,403-97.5% |