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 9-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 | $37,116 |
Service code 17 · EIN 47-1411118 | Pension Consulting | $16,692 |
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 | $19,025 | $86,944-78.1% | $107,525-82.3% | $74,304-74.4% |
| Participation rate | 95.0% | 59.6%+35.5pp | 75.1%+19.9pp | 60.3%+34.7pp |
| Annual return | 19.49% | 23.52%-4.0pp | 181.32%-161.8pp | 29.43%-9.9pp |
| Employer contribution / active EE | $2,968 | $2,757+7.7% | $3,754-20.9% | $2,241+32.4% |
| Participant deferral / active EE | $3,930 | $3,554+10.6% | $5,116-23.2% | $3,767+4.3% |
| Admin fee / account holder | $186 | $3,727-95.0% | $8,919-97.9% | $2,969-93.8% |