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 3-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 | $4,500 |
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 | $15,626 | $106,028-85.3% | $146,958-89.4% | $77,643-79.9% |
| Participation rate | 94.0% | 78.4%+15.7pp | 82.2%+11.9pp | 70.6%+23.5pp |
| Annual return | 44.24% | 56.73%-12.5pp | 418.34%-374.1pp | 31.24%+13.0pp |
| Employer contribution / active EE | $2,295 | $4,063-43.5% | $4,933-53.5% | $2,726-15.8% |
| Participant deferral / active EE | $4,004 | $7,990-49.9% | $8,070-50.4% | $4,647-13.8% |
| Admin fee / account holder | $17 | $337-95.0% | $12,998-99.9% | $430-96.1% |