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 8-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 | $1,386,058 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,533 | $100,227-59.6% | $169,993-76.2% | $74,419-45.5% |
| Participation rate | 79.7% | 87.3%-7.6pp | 87.0%-7.3pp | 70.7%+8.9pp |
| Annual return | 34.13% | 66.08%-32.0pp | 53.37%-19.2pp | 34.38%-0.2pp |
| Employer contribution / active EE | $3,319 | $4,263-22.1% | $6,785-51.1% | $2,637+25.8% |
| Participant deferral / active EE | $8,152 | $7,143+14.1% | $10,408-21.7% | $4,528+80.0% |
| Admin fee / account holder | $10 | $234-95.8% | $12,815-99.9% | $348-97.2% |