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 35-1140070 | Contract Administrator | $50,703 |
401K SAFE1 year Filed as: 401K SAFE, LLC Service code 13 · EIN 83-0824803 | Contract Administrator | $10,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,819 | $92,971-52.9% | $96,683-54.7% | $74,419-41.1% |
| Participation rate | 52.6% | 71.5%-18.9pp | 74.3%-21.7pp | 70.7%-18.1pp |
| Annual return | 60.98% | 37.49%+23.5pp | 35.69%+25.3pp | 34.38%+26.6pp |
| Employer contribution / active EE | $1,669 | $3,426-51.3% | $3,737-55.3% | $2,637-36.7% |
| Participant deferral / active EE | $3,381 | $3,970-14.8% | $4,878-30.7% | $4,528-25.3% |
| Admin fee / account holder | $236 | $633-62.7% | $6,730-96.5% | $348-32.1% |