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 | $238 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $3,800 | $50,956-92.5% | $96,562-96.1% | $86,799-95.6% |
| Participation rate | 87.4% | 65.2%+22.2pp | 69.8%+17.6pp | 72.3%+15.2pp |
| Annual return | 162.59% | 21.27%+141.3pp | 37.78%+124.8pp | 97.91%+64.7pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,137 | $2,954-27.7% | $3,849-44.5% | $4,131-48.3% |
| Admin fee / account holder | $57 | $166-65.5% | $6,181-99.1% | $170-66.2% |