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 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $41,252 |
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 | $57,283 | $101,317-43.5% | $146,958-61.0% | $74,495-23.1% |
| Participation rate | 93.9% | 75.5%+18.3pp | 82.2%+11.7pp | 67.2%+26.7pp |
| Annual return | 25.92% | 8730.91%-8705.0pp | 418.34%-392.4pp | 1364.94%-1339.0pp |
| Employer contribution / active EE | $6,240 | $3,810+63.8% | $4,933+26.5% | $2,623+137.9% |
| Participant deferral / active EE | $14,252 | $7,303+95.2% | $8,070+76.6% | $4,346+228.0% |
| Admin fee / account holder | $221 | $1,739-87.3% | $12,998-98.3% | $1,942-88.6% |