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 | $4,623 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,823 | $54,701-69.2% | $86,188-80.5% | $71,457-76.5% |
| Participation rate | 90.6% | 60.1%+30.4pp | 69.0%+21.6pp | 67.9%+22.6pp |
| Annual return | 19.85% | 20.06%-0.2pp | 1168.45%-1148.6pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,678 | $1,265+32.6% | $2,380-29.5% | $2,588-35.2% |
| Participant deferral / active EE | $2,838 | $3,108-8.7% | $3,985-28.8% | $4,289-33.8% |
| Admin fee / account holder | $163 | $1,922-91.5% | $6,852-97.6% | $1,587-89.8% |