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 10-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 | $45,982 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,918 | $52,293+14.6% | $178,490-66.4% | $73,409-18.4% |
| Participation rate | 72.2% | 65.3%+6.9pp | 81.9%-9.7pp | 72.2%0pp |
| Annual return | 15.01% | 34.75%-19.7pp | 151.07%-136.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,657 | $1,735-4.5% | $5,011-66.9% | $2,234-25.8% |
| Participant deferral / active EE | $1,841 | $2,332-21.1% | $5,202-64.6% | $3,805-51.6% |
| Admin fee / account holder | $130 | $127+2.0% | $13,984-99.1% | $158-17.7% |