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 42-0127290 | Contract Administrator | $30,870 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,818 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,857 | $78,422+101.3% | $95,952+64.5% | $79,858+97.7% |
| Participation rate | 97.4% | 73.5%+24.0pp | 77.1%+20.4pp | 69.6%+27.8pp |
| Annual return | 13.52% | 19.37%-5.9pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $6,718 | $1,945+245.4% | $2,541+164.4% | $2,471+171.9% |
| Participant deferral / active EE | $6,783 | $3,440+97.2% | $4,167+62.8% | $3,740+81.4% |
| Admin fee / account holder | $178 | $5,622-96.8% | $6,795-97.4% | $5,306-96.6% |