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 | $60,015 |
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 | $10,005 | $44,764-77.6% | $68,791-85.5% | $64,808-84.6% |
| Participation rate | 86.7% | 64.8%+21.9pp | 69.0%+17.7pp | 71.5%+15.2pp |
| Annual return | -15.99% | -10.91%-5.1pp | -6.38%-9.6pp | 32.82%-48.8pp |
| Employer contribution / active EE | $533 | $1,775-70.0% | $2,655-79.9% | $2,506-78.7% |
| Participant deferral / active EE | $2,434 | $3,238-24.8% | $3,941-38.2% | $4,310-43.5% |
| Admin fee / account holder | $118 | $151-21.9% | $4,932-97.6% | $188-37.1% |