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 6-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 | $21,226 |
TRUTINA FINANCIAL3+ years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $17,891 |
Annual investment return 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 | $30,160 | $59,584-49.4% | $86,874-65.3% | $79,386-62.0% |
| Participation rate | 89.0% | 67.7%+21.3pp | 71.6%+17.3pp | 70.7%+18.3pp |
| Annual return | 11.58% | 23.15%-11.6pp | 63.52%-51.9pp | 116.85%-105.3pp |
| Employer contribution / active EE | $1,478 | $1,768-16.4% | $2,495-40.8% | $2,427-39.1% |
| Participant deferral / active EE | $3,418 | $3,036+12.6% | $3,699-7.6% | $4,046-15.5% |
| Admin fee / account holder | $272 | $604-55.0% | $5,828-95.3% | $626-56.6% |