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 | $35,591 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,844 |
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 | $177,296 | $86,286+105.5% | $111,297+59.3% | $85,850+106.5% |
| Participation rate | 94.3% | 73.3%+20.9pp | 77.3%+16.9pp | 69.3%+24.9pp |
| Annual return | 12.51% | 19.99%-7.5pp | 54.65%-42.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $6,379 | $2,043+212.2% | $2,731+133.6% | $2,565+148.7% |
| Participant deferral / active EE | $7,333 | $3,641+101.4% | $4,487+63.4% | $3,952+85.6% |
| Admin fee / account holder | $213 | $8,188-97.4% | $7,964-97.3% | $6,260-96.6% |